Posts

Retirement Planning Post-Covid Shutdowns

How does your retirement plan look now? While many people have been financially shaken up by the government shutdown reaction to the Covid-19 virus, we all have to look forward to our future. These 5 Habits Literally Add Years to Your Life,…
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Will You Have Enough Money to Retire? Benefits of Online Financial Planning

Will we/I have enough money to quit (RETIRE) my current job? It's the million-dollar question. If so, what choices will we have if we quit? If you're ready to examine this and want to do it while at home then you should know you can do…
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Want a Second Home to Avoid Illinois Income Tax?

Taxes and the cold drive people out of IL to warmer and zero income tax states. Read what's up with IL income tax and how to keep a home in IL and another state. If you are over age 50 and especially if you're an empty nester (like me)…
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How You Can Succeed Like a Pro in 2020

I thought you may be interested to know how an experienced (25-years) financial planning professional goes about planning for financial success in the New Year. MY GOAL - Live a balanced lifestyle, enjoying life today while saving for an uncertain…
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Stretch IRA is Dead - Secure Act

Stretch IRA is Dead and other new IRA rules are part f the newly passed Secure Act.
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Massive Tax-Deductible $200k Retirement Plan Contribution for Self-Employed

Massive tax deductible strategy for high income self employed!
retirement and college planning
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Can You Afford College & Retirement?

The real cost of college for many parents is they won't have nearly enough money to be financially independent when they would like to be. They may have had plenty if they didn't give hundreds of thousands of dollars to their kid's college(s). AS…
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Are Your Mutual Funds Worth the Expense?

One recent analysis saved a widow about $24,000 per year in hidden mutual funds fees that were delivering below par results. That was the result of our fee savings analysis based on a $1.9 million dollar portfolio. We did this review for a…
financial advisor brad rosley

Need a Financial Resource You Can Go To?

Financial advisor with 25+ years serving clients all over USA.
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Do You Have Financial Peace of Mind?

Do you have financial peace of mind? 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…