https://www.lifeplanningtoday.com/ Fee-based Financial Planning and Investment Management Mon, 16 Jun 2025 16:26:51 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.1 https://www.lifeplanningtoday.com/wp-content/uploads/2017/10/br-logo.png https://www.lifeplanningtoday.com/ 32 32 Brad Rosley false episodic Brad Rosley brad@fortunefinancialgroup.com podcast http://www.lifeplanningtoday.com/wp-content/uploads/2017/11/podcast-cover.jpg https://www.lifeplanningtoday.com 27986605 https://www.lifeplanningtoday.com/how-i-made-it-to-financial-success/?utm_source=rss&utm_medium=rss&utm_campaign=how-i-made-it-to-financial-success https://www.lifeplanningtoday.com/how-i-made-it-to-financial-success/#respond Mon, 16 Jun 2025 16:26:51 +0000 https://www.lifeplanningtoday.com/?p=5536 How I “Made it” to Financial Success Written for young adults, if your older, like me, this is to be shared with your young adult children I was 25 years old and living in a one-bedroom apartment in the Lincoln Park area of Chicago. Life was great! I had my Finance Degree from the U. […]]]> https://www.lifeplanningtoday.com/how-i-made-it-to-financial-success/feed/ 0 5536 https://www.lifeplanningtoday.com/enhancing-your-investment-portfolio-by-adding-alternative-investments/?utm_source=rss&utm_medium=rss&utm_campaign=enhancing-your-investment-portfolio-by-adding-alternative-investments https://www.lifeplanningtoday.com/enhancing-your-investment-portfolio-by-adding-alternative-investments/#respond Wed, 04 Jun 2025 19:10:02 +0000 https://www.lifeplanningtoday.com/?p=5513   Investing like Uber Wealthy people is becoming more attainable these days. I’m referencing accessibility to Alternative Investments (Alt’s) that previously were only available to $5 million per investment Qualified Purchasers. In today’s dynamic investment landscape, diversification is absolutely essential. Traditionally, portfolios have relied heavily on stocks and bonds for balance. However, incorporating alternative investments […]]]> https://www.lifeplanningtoday.com/enhancing-your-investment-portfolio-by-adding-alternative-investments/feed/ 0 5513 https://www.lifeplanningtoday.com/launch-grow-thrive-level-up-your-business-finances-in-the-first-5-years/?utm_source=rss&utm_medium=rss&utm_campaign=launch-grow-thrive-level-up-your-business-finances-in-the-first-5-years https://www.lifeplanningtoday.com/launch-grow-thrive-level-up-your-business-finances-in-the-first-5-years/#respond Wed, 21 May 2025 18:46:26 +0000 https://www.lifeplanningtoday.com/?p=5498   Launch, Grow, Thrive: Level Up Your Business Finances in the First 5 Years By Jake Rosley Starting and growing a business is one of the most exciting — and financially demanding — things you can do. Those first five years are critical. They shape your habits, your cash flow, and your long-term potential. Here […]]]> https://www.lifeplanningtoday.com/launch-grow-thrive-level-up-your-business-finances-in-the-first-5-years/feed/ 0 5498 https://www.lifeplanningtoday.com/the-importance-of-investing-and-planning-for-retirement-in-your-20s-and-30s/?utm_source=rss&utm_medium=rss&utm_campaign=the-importance-of-investing-and-planning-for-retirement-in-your-20s-and-30s https://www.lifeplanningtoday.com/the-importance-of-investing-and-planning-for-retirement-in-your-20s-and-30s/#respond Thu, 16 Jan 2025 20:58:41 +0000 https://www.lifeplanningtoday.com/?p=5485 Written By Jake Rosley: As someone in my mid-20s, I’ve realized that setting money aside for the future can be incredibly challenging. In today’s world, it’s common for young professionals to start their careers already in the “red”—burdened with student loans, credit card debt, and other financial obligations. I also believe that social media plays […]]]> https://www.lifeplanningtoday.com/the-importance-of-investing-and-planning-for-retirement-in-your-20s-and-30s/feed/ 0 5485 https://www.lifeplanningtoday.com/what-a-great-time-to-start-a-charitably-legacy-for-you-too/?utm_source=rss&utm_medium=rss&utm_campaign=what-a-great-time-to-start-a-charitably-legacy-for-you-too https://www.lifeplanningtoday.com/what-a-great-time-to-start-a-charitably-legacy-for-you-too/#respond Wed, 20 Nov 2024 21:14:39 +0000 https://www.lifeplanningtoday.com/?p=5476   Do you ever get the feeling you could do more for others? I do and have many times. As a long-term focused planner, I probably think more about my personal legacy than many people. The result, a few years ago I took a big step in that direction and set up a Donor Advised […]]]> https://www.lifeplanningtoday.com/what-a-great-time-to-start-a-charitably-legacy-for-you-too/feed/ 0 5476 https://www.lifeplanningtoday.com/stop-traditional-401k-contributions/?utm_source=rss&utm_medium=rss&utm_campaign=stop-traditional-401k-contributions https://www.lifeplanningtoday.com/stop-traditional-401k-contributions/#respond Mon, 16 Sep 2024 15:12:53 +0000 https://www.lifeplanningtoday.com/?p=5461 Your 401k is a shared asset. Your share this account with the IRS. The IRS will decide in the future (when you take it out) how much they will take at distribution. That’s right, your Traditional IRA(‘s) or 401k(‘s) are assets whose balance you chose to share with the United States Treasury. If your balance […]]]> https://www.lifeplanningtoday.com/stop-traditional-401k-contributions/feed/ 0 5461 https://www.lifeplanningtoday.com/why-i-became-a-financial-advisor/?utm_source=rss&utm_medium=rss&utm_campaign=why-i-became-a-financial-advisor https://www.lifeplanningtoday.com/why-i-became-a-financial-advisor/#comments Fri, 22 Dec 2023 23:55:07 +0000 https://www.lifeplanningtoday.com/?p=5439 I became a financial advisor because I love to help people reach their financial goals and dreams. Most people really do not know where they stand relative to their most important financial goals. For instance: When can you afford to comfortably quit your full-time job? What investment rate of return do you need to earn […]]]> https://www.lifeplanningtoday.com/why-i-became-a-financial-advisor/feed/ 1 5439 https://www.lifeplanningtoday.com/year-end-tax-moves-to-consider-now/?utm_source=rss&utm_medium=rss&utm_campaign=year-end-tax-moves-to-consider-now https://www.lifeplanningtoday.com/year-end-tax-moves-to-consider-now/#comments Mon, 20 Nov 2023 13:51:03 +0000 https://www.lifeplanningtoday.com/?p=5424 You have some control over how much you pay each year in income tax. Before the end of the year you should be reviewing a few of your options. Selling securities that are worth less than what you paid for them in non-retirement accounts. For example, if you invested in a mutual fund over one […]]]> https://www.lifeplanningtoday.com/year-end-tax-moves-to-consider-now/feed/ 1 5424