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What a Great Time to Start a Charitable Legacy – For You Too?

Do you ever get the feeling you could do more for others?

I…

November 20, 2024/by Brad Rosley

Stop Traditional 401k Contributions

Your 401k is a shared asset. Your share this account with the…

September 16, 2024/by Brad Rosley

Why I Became a Financial Advisor

I became a financial advisor because I love to help people reach…

December 22, 2023/by Brad Rosley

Year-End Tax Moves to Consider Now

You have some control over how much you pay each year in income…

November 20, 2023/by Brad Rosley

Is Your Cell Phone Your Best Friend or Enemy?

It's not just kids who are always on their cell phones or iPad.

Your…

September 18, 2023/by Brad Rosley

Money Markets are Back!

Money Markets are back!

Your bank may not have mentioned that…

April 24, 2023/by Brad Rosley

U.S. Inflation Crushing Middle Class

Inflation Crushing Middle Class.

Economics 101: More money…

September 14, 2022/by Brad Rosley

What’s Worse Than Inflation?

Yes, 2 straight quarters of negative GDP (Gross Domestic Product)…

July 28, 2022/by Brad Rosley

Today’s Investment Conundrum

Just when you think you’ve seen it all, the US economy and…

June 28, 2022/by Brad Rosley

Leading By Example

My wife, Soni, and I pulled the trigger and bought a second home…

February 8, 2022/by Brad Rosley

A Christmas Gift for the Ages

Not all Christmas gifts are created equal.

Sure, it’s great…

November 28, 2021/by Brad Rosley

BIG Tax Benefits of Donor Advised Funds

Time to share my latest personal and client tax-saving and "do-gooder"…

November 3, 2021/by Brad Rosley