Posts

,

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…
, , ,

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…
, ,

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…
HSA
, , ,

Triple Tax Advantaged Health Savings Account's (HSA's) Are Amazing!

Love my HSA for super tax preferred savings!
, ,

Why You'll Never Spend All of Your Money in Retirement

Creating a private pension could be just what you need to maximize retirement income. Everywhere we look we are told to save now for our retirement years. Nothing wrong with that advice, but you should know that you're unlikely to enjoy a…
, , ,

Brad Rosley's Timeless Wisdom - Beyond Money Book

Beyond Money is a compilation of Brad Rosley's best advice from the past 30 years in practice as a Certified Financial Planner. An engaging fictional story is complimented by timeless financial ideas that make an otherwise dry subject much…
,

Why Chasing Investment Returns is Really Dumb

Investment returns have very little correlation to happiness and isn't that your real goal? We have all heard the phrase "return on investment" and that is measurable, but have you ever considered what your "return on life" (ROL) was in the…

How to Radically Change Your Life

EVERYONE DESERVES A REAL FINANCIAL WELLNESS PLAN and most people don't have one... We know that many people cannot afford, and don't know a Certified Financial Planner or want to keep their information confidential. That is why we created…
,

What's on the Checklist for Top 1%ers

The Top 1%'ers have certain things in common. Starting with having a clear plan for success. It's in my nature to be a guy that makes lists to help stay organized and get things done. DOES THIS SOUND LIKE YOU? We are finally getting sunshine…

Is Your Portfolio Ready for Stock Market Drop?

Lifeboat Drills for you investment portfolio should be done BEFORE the markets have a big drop. Stocks rebounded so fast from the last stock market drop you hardly had time to worry. Now that the stock market has recovered  it makes…
, , , ,

How Chasing Possessions is Dangerous to Your Wealth

The Big Lie is that creating a higher standard of living (over spending) leads to a higher quality of life. Having more money or nicer things allows you to pay for nicer things and borrow more money, but doesn't mean you will have a better…
, , ,

Tax-Advantaged Investment Opportunities

It's not what you make, but what you keep that counts! Consider the strategies I have been using for years to minimize my taxable income. I'm overwhelmed by all the tax I pay (income, real estate, sales, etc.) so I try not add to my tax burden…
, ,

Make 2019 the Year of Good Habits

Habits are the center of our daily existence.  90% of what we do everyday is habit based. How you start your day, your visit to your computer, IPad or cell phone, exercise or not, what or where you like to eat, how you relate to people and…