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Brad Rosley CFP
26 followers -
Hard working Certified Financial Planner (CFP) and Investment Advisor
Hard working Certified Financial Planner (CFP) and Investment Advisor

26 followers
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Roth IRA conversion makes more sense now thanks to new tax law.
Fortune Financial Group
Fortune Financial Group
lifeplanningtoday.com
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Always wanted to share the financial strategies I use for my wealthy clients. Give this a read. feedback has been great so far!
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It's not just B!0 schools!
Be sure to read how I shaved thousands of dollars off the all in tuition cost each year.
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“Marry a man/woman more frugal then you,” is great advice from one of my favorite books, The Millionaire Next Door. Some guys will tell you, it’s a lot easier said then done. For those guys that have married a frugal woman, money is usually not a problem…
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  Roth Conversion is terrific idea this year for Retirees and Pre-Retirees: at most income tax brackets….. Paying tax now rather than later may make very good financial cents for you. Yes, this is contrary to normal income tax planning, but may make sense…
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How Your Home Purchase Can Make or Break You

Everyone knows that a home is a major purchase, but most people don’t take the big picture view when they take the plunge. Did EGO get in the way (subconsciously) when you made a home purchase? We know that we are judged by our house and that gets in the…
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