financial planning

How to Use Life Insurance to Save You From Devastating Health Care Costs

New Use for Life Insurance Read this post carefully if you or your parent has assets they want to pass on to their kids. Most senior citizens consider buying long-term-care […]

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How Risky are Your Bonds?

Bond prices go up and down every day just like stock prices, but for different reasons. It is important to understand that bond prices move inversely to interest rates.  In […]

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About Smart Money with Brad Rosley

Smart Money Podcast Channel! Our Podcast Channel Links you to our Blog and to Our YouTube Channel. All Media to get you the Smart Money advice that you need to make […]

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How Seniors Receive Tax Savings gifting RMD to Charity (QCD)!

This is for those of you and your parents that are at least 70 1/2 years old. You should know about something called a Qualified Charitable Distribution, also known as […]

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Life Changing Financial Advice IS Waiting For You

Is it possible you are too embarrassed to ask about financial matters you think you should know? After talking with a very bright and successful neighbor earlier this week about […]

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Why Cash is Secret to Foundation of Financial Success

I often borrow a phrase  “Big Hat No Cattle” from a book called The Millionaire Next Door and it’s That means you live an affluent lifestyle, but have very little […]

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Fantastic 529 College Savings Plans for the Unborn

         529! Want to help your yet-to-be-born grandkids pay for college? You can’t start too soon.                        […]

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trump ecomomic

Trump Wins! My Economic View

Donald Trump is our President-Elect and a tidal wave of fiscally conservative change may be in store for our country. A conservative (the less government intervention the better). I couldn’t […]

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Mammouth Bond Risk – You Should Understand This

Perhaps it is time to take a fresh look at your portfolio and make sure you have a better understanding of the bonds or bond mutual funds you may own. […]

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How Astonishing Property Tax Rates Hurt Home Ownership

Homeowners all over the Chicagoland area received their annual bad news in the mail this week in the form of their property tax bill. For the past twenty years I’ve lived […]

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Lifeboat Drill for Your Stock Portfolio

Lifeboat Drills for you investment portfolio should be done BEFORE the markets have a big drop. Now that the stock market has fully recovered from the horrific January, it makes […]

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Why Pay More Income Tax Than You Have To?

If you are not a member of Congress, you are not a “lawmaker.”  While you do not make laws, you retain some control over what you do to take advantage […]

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How Chasing Possessions is Dangerous to Your Wealth

The Big Lie is that creating a higher standard of living leads to a higher quality of life. Having more money or nicer things allows you to pay for nicer […]

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If I Were King…I Would Fix Entitlement Programs

With elections this year and as we get into the meat of tax season,  it gets me thinking about our financial laws and what I would change if I were […]

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