Getting older just kind of happens. The next thing you know you’ve hit 50 and can’t believe you are that old. I won’t be there for another year, but already feel that way, especially when my son reminds me that I have been out of high school for over THIRTY YEARS! Many of my clients [...]
This is the time of year you will hear much about IRAs (Individual Retirement Accounts) This is because an IRA contribution is the last tax deduction you can still create for your 2012 tax return to make a pretax IRA contribution (provided that you not eligible for another form of retirement saving, ect 401k defined benefit [...]
This catchy marketing phrase coined by ING has taken an interesting and horrible new twist for current retiree’s trying to live off the interest generated from bonds and other fixed interest investments. Unfortunately, “your number” is a moving target based on several key variables, some of which you cannot control. We can control our spending, [...]
Sure, the upcoming will election results will have some impact on your financial future, but nowhere near as much as the everyday spending/saving decisions you make. By now, you have probably concluded that you cannot count on investment returns to propel you to sudden wealth or even a financially secure future. It’s a shame that [...]
You are where you are today because of the decisions you have made in your life. We usually get what we deserve in life. When it comes to money, how you handle your monthly cash flow is the single most important factor in your financial success or failure. As a financial planner, my idea of [...]
Are You Missing Out? I have saved $23,000 and counting thanks to a great option I have taken advantage of with my medical insurance! In 2003, individuals, families, employers and employees were allowed to make tax deductible contributions into a special account known as a Health Savings Account (HSA). In order to be eligible for [...]
I set up my financial planning practice in Glen Ellyn back in 1996, one of my first concerns was how I would save for retirement as an entrepreneur. At the time, the best plan for me was a SEP IRA which allowed me to set aside 25% of my “net” income. Several years ago a [...]
I talk with my mother nearly every day. She and my father raised me well and gave me all their love and caring while I was under their roof and mom still gives me her two cents today whether I want it or not. My father died 14 years ago and while that impacted my [...]
I have just written my first EBook. The concept is simple: read about the nine ways I invest my money and advise my clients to invest theirs so they can minimize or avoid paying tax altogether. I think income tax rates will eventually go higher, meaning it will be wise to invest in vehicles that [...]
Brief History Lesson: The term “retirement” came to be recognized when the Social Security Act of 1935 allowed people to collect a tax funded paycheck when they reached the age of 65. Of course, the average life expectancy at the time was only 62. Due mostly to significant medical advancements, life expectancy’s continued increasing and [...]
About Fortune Financial Group
Brad Rosley, CFP® and Ann Gunst, CFP®/CPA help their clients bridge the gap between financial success and living a life of fulfillment!
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- A softer landing for life’s unexpected hiccups May 21, 2013
- Bond Prices at Nose-Bleed Levels – Public Jumps in With Both Feet May 14, 2013
- Obamacare – Pass on Insurance? – Train Wreck Coming May 1, 2013
- Why CFP® Certification Matters April 24, 2013
- Assault on Gold April 17, 2013
- Romney Wins – Then What? October 18, 2012
- Do the Math – Big Ten Schools April 25, 2012
- Parenting – Should I Share This Story About a Recovering Drug Addict With My Teenager? February 4, 2013
- Use Life Insurance for Long Term Care (if needed) December 5, 2011
- Post Election Economic and Investment Outlook November 15, 2012
- insurance handbook for the medical office 11th edition workbook: Awesome things here. I am very happy to see your a...
- Brad Rosley: If someone were diagnosed with a bad (expensive to...
- mike jachec: The problem with not getting insurance is that if ...
- Brad Rosley: I'm not a CPAa, but I would guess the answer woul...
- Mel: "If your business is incorporated, you can deduct...