Brad Rosley, CFP
Brad Rosley, CFP®, has been president of Fortune Financial Group (FFG) since 1996. FFG runs a virtual planning practice working with clients from all over the country. Rosley specializes in helping clients successfully navigate retirement-related planning goals and construct investment portfolios to meet their personal life goals.
Phone: 630-942-9007 E-mail: brad@fortunefinancialgroup.com www.fortunefinancialgroup.com
Latest articles by Brad Rosley, CFP
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How I Slashed My Kids' College Tuition Bill By 50%
college Just like sometimes two heads are better than one, sometimes two schools are better than one, or at least thousands of dollars cheaper!
By Brad Rosley, CFP Published
college -
Post Tax Vote: What Every Taxpayer Should Do Today
taxes Now that Congress has passed its tax overhaul plan, all taxpayers should do a simple math equation to determine whether they're likely to itemize in 2018. Knowing the answer (while you can still act before the end of the year) is key.
By Brad Rosley, CFP Published
taxes -
5 Action Strategies for Financial Independence
retirement Even those close to retirement can make a few simple moves to secure their futures. From HSAs to creative mortgage-payoff plans, every little bit helps.
By Brad Rosley, CFP Published
retirement -
529 College Savings Plans for the Unborn
529 Plans Want to help your yet-to-be-born grandkids pay for college? You can’t start too soon.
By Brad Rosley, CFP Published
529 Plans -
Dow Smashes 20,000; What Should Investors Do?
investing Investors feeling anxious as the Dow breaches a huge milestone aren’t thinking about stocks in the right way: long term. A little history lesson could calm their nerves.
By Brad Rosley, CFP Published
investing