Fortune Financial Group, Inc.

Fortune Financial Group, Inc.

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Making financial planning accessible and affordable. Certified Financial Planning® Independent Financial Planning & Investment Management firm.

Blog: www.lifeplanningtoday.com
LinkedIn: www.linkedin.com/in/bradrosleycfp
Twitter: www.twitter.com/Fortune_FG

Financial Planning Software by Envestnet | MoneyGuide 07/25/2023

How's your retirement plan measuring up?
Click below to find out:

Financial Planning Software by Envestnet | MoneyGuide MoneyGuide is a client-centered Financial Planning and Retirement Planning Software for fast and easy Goal Planning, Insurance Needs Analysis, Asset Allocation, and Estate Planning. It is intuitive and easy to use, while still providing sophisticated analyses and results. MoneyGuide is completely we...

03/16/2023

Sunrise - the start of another beautiful day in Naples.

03/16/2023

The "cashless society" espoused by the World Economic Forum (WEF) elite is a society of surveillance, where every transaction is tracked, monitored, and controlled by a few powerful entities that have the ability to freeze your accounts.

We must stand up for our financial autonomy and the right to privacy. Current bank failures are leading Us to accepting Central Bank Digitial Currency.

02/28/2023

Revolutionize your financial planning with MoneyGuide Pro 💸💵

Quickly identify how to best distribute your money and maximize each dollar you put toward your goals 🎯

Connect with me to receive access today 🔗

Photos from Fortune Financial Group, Inc.'s post 02/27/2023

Revolutionize your financial planning with Money Guide Pro. As a Certified Financial PlannerMoney Guide Pro®, I have access to this resourceful software.

I would like to share with anyone interested in maximizing their financial paining and goals.

Comment or Direct Message me for access

02/24/2023

7 Things You Need to Do to Prepare for Your Self-Employed Taxes

1.Get organized
make a place for all of your tax documents to go.

2. Finish your bookkeeping
whip your books into shape

3. Review your numbers
If you haven’t noticed, the IRS likes truth-telling and accuracy. So you want to be absolutely sure that your numbers and categorizations are correct.

4. Log business mileage
Taking advantage of the mileage deduction is super easy. Just make a mileage log for the year and write down all your business drives.

5. Record home office expenses
To determine the deductible percentage, divide your home’s total square footage by the square footage of your home office. That’s the percentage of your home that you use for business, and the percentage of your household expenses you can deduct.

6. Calculate home internet and cell phone deduction
Here’s the cool thing about writing off your cell phone and home internet: this deduction operates independently from the home office deduction. You don’t need to have a qualifying home office to write either of them off. And you don’t have to write off the same percentage as your home office.

7. Prepare your documents for your tax person
The easiest way to do this is to save everything to the digital tax file that you made in step one. Then, you can just email the whole folder to your tax person.

Financial Management Archives 02/22/2023

Here are 5 Personal Finance Tips from a Certified Financial Planner®
1. Budget before you spend 💵
2. Track your expenses 📊
3. Move your credit card balance 💳
4. Realize that value is different from price 💲
5. Save, even if just a little 💰

For more inspiration on Financial Management, read more blog posts from Brad Rosley, CFP®

Financial Management Archives Achieving Financial Independence, Counting Your Pennies, Financial Management, Investments, Virtual Financial Planner 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 res...

02/16/2023

Financial literacy is the ability to understand and effectively use various financial skills, including personal financial management, budgeting, and investing. The meaning of financial literacy is the foundation of your relationship with money, and it is a lifelong journey of learning.

The earlier you start, the better off you will be because education is the key to success when it comes to money.

02/09/2023

Diversifying a portfolio by investing in real estate can help to manage risk and potentially improve long-term returns. It can also boost income and your portfolio’s capital appreciation.

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Location

Telephone

Address


3617 Cedar Hammock Court
Naples, FL
34112

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm