Monthly Archives: February 2009

Verify your Retirement Account’s Beneficiary

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The Supreme Court Has Spoken – Verify the beneficiary on your Retirement Account In a recent case the United States Supreme Court has made it clear, YOU BETTER KNOW WHO IS THE BENEIFICARY ON YOUR RETIREMENT ACCOUNT!  The case dated Jan 26, 2009, titled, Kennedy v. Plan Administrator for DuPont Savings and Investment was decided by…

I Created a New Blog for the Wife

The Wife

Sorry about the lack of post tonight, but I had two wakes in one week! The one I went to tonight, my father kept introducing me as the middle son-lawyer (my parents have 3). I always find it very weird, that my parents always introduce me by my chosen education/profession. Regardless, when I got back…

Foreclosures aren’t Everyone’s Problem

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Whenever the mainstream news starts making think in terms of absolutes, I know something is wrong…so I quickly load up Cato.org.  As always, Cato Institute Author, Alan Reynolds provides a fresh view on something the main stream news outlets either don’t see or don’t want to bring up.  I have written about a Mr. Reynolds…

Top 10 Reasons You Need to Get a Will ASAP

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I found out that my dad is having major surgery in a couple weeks, so I had to ask…”Did he have a will, and would he like his son, who works with wills everyday, to make sure it follows his testamentary intent and is tax efficient?”  Well, I was shocked when he told me, he didn’t…

Life Insurance and Annuities may be Right for Retirement Despite Money Magazine

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Let me say this first and foremost, I generally like Money Magazine, but I was so angry when reading this month’s issue.  It wasn’t just one article but rather the combination of two articles.  On page 29 there is an article titled, “Keep Your Nest Egg Safe from Uncle Sam” by Karen Cheney and the other titled,…

Beware of the Emotional Herd by Wade W. Slome

This is a guest post by Author,Investment guru (my words not his!) and founder of Sidoxia Capital Management, Wade W. Slome.  Wade’s book titled, “$20,000,000,000.00 by Age 32*” provides real investment advice not from talking heads but rather someone who survived the trenches (albeit at a young age).  We are living through unprecedented times in our economic…