Monthly Archives: August 2008

Tax Sensitive Will a/k/a By Pass Will

This is my 3rd post in this Will Series – The By Pass Will. If you want to check out the previous two posts they are: Every one Needs a Will The Simple or I Love You Will The type of Will I am going to explain has many many names, but a few ofContinue Reading

My Greatest Asset

Like most people, my thoughts first sprung to monetary, liquid assets (bank accounts, brokerage account, heck even my condo, etc). Then I realized that since I am just starting my journey NONE of those things are very large, nor can they be considered “great” no matter how you want to define the word. This isContinue Reading

TradeKing Offer

I use TradeKing for my day to day trading, and I just received this e-mail: NATIONAL FRIENDSHIP DAY IS OVER. BUT YOUR CHANCE TO PROFIT FROM IT ISN’T. Refer a friend to TradeKing now, and you’ll both get 50 bucks. Dear Investor: At TradeKing, National Friendship Day is one of our favorite holidays. But don’t feelContinue Reading

A Simple or I Love you Will

This is the second part in my series on Wills.  Before going into the types of Wills, remember that everyone needs a will.  The easiest type of Will is known as a Simple Will a/k/a “The I Love You Will” (I will use them interchangeably). What is a Simple Will or I Love You Will?Continue Reading

Everyone Needs a Will

Considering this is my first post, not about myself, I figured I would start at the beginning…A WILL.  This is the introduction post into a multi-part series of different types of Wills and Testamentary (death) documents. What is a Last Will and Testament? Black’s Law Dictionary defines a will as, “An instrument, executed with theContinue Reading

My Debt Snow Ball

I accomplished one of my very minor goals recently – I went through and created a comprehensive debt review and plan to pay it off. The Wife and I have way, way, way too much consumer debt. I say consumer debt because I do not feel the need, right now, to compound my problems/overwhelm myselfContinue Reading