Monthly Archives: May 2009

Finally Admitted to Practice Law in the State of New York

I finally took my oath to practice law in the State of New York.  As I have indicated in the past, I passed the NY bar exam on the first time in 2006, but had a few speed bumps prior to getting admitted today. Just thought I’d share with my readers that I can finallyContinue Reading

Oblivious Investing – Building Wealth by Ignoring the Noise Book Review

I had the opportunity to review Mike Piper’s newest book, “Oblivious Investing: Building Wealth by Ignoring the Noise.*”  Mike is the author of a great blog of the same name, Oblivious Investing. The book follows conversations between Shannon, the investing newbie and her wise Uncle Toby.  Every conversation they have starts with small talk andContinue Reading

An Introduction to Trusts

Part of my job duties is to teach topics in the morning for planners, sometimes the topics are pretty advanced and sometimes they are simple.  Tomorrow I have to teach an intro classes on Trusts and so I thought I’d share some of the stuff I will be going over. The best way to thinkContinue Reading

My Journey’s Financial Update 5/29/2009

One of the main reasons I started this site was to keep myself accountable to anyone that was reading. Ironic part, is that when I started I probably had no one reading so it was an exercise in futility! After searching my archives I could only find one update this year – on March 4,Continue Reading

Give Whole Life Insurance a Fair Comparison – Get Illustrations and Compare!

I hope this post doesn’t end up on one of my favorite blogs, Bad Money Advice, but I wanted to actually compare some numbers for people.  Everyone, and I mean everyone tells you to stay the hell away from Whole Life Insurance, I think the main concerns are fees, lack of clarity, and evil insuranceContinue Reading

My Journey to Million Appearances on the Web

I was featured on the following sites recently: Earn What You Spend included me in the 204th Edition of the Carnival of Personal Finance Financial Highway included me in the Carnival of Twenty Somethings this week PT Money included me in the 2nd Edition of the Revival of the Carnival of Money Stories On topContinue Reading