Yearly Archives: 2009

How Should I handle “Alternative Income” Opportunities when Friends and Family are Involved?

How Should I handle “Alternative Income” Opportunities when Friends and Family are Involved?

As I have explained in my “About” Section I passed the New York State Bar Exam (getting admitted next week) and have been employed as the Director of Financial Planning for a wealth management firm for the past 2 years. Part of my job entails reading testamentary documents (think Wills and Complex Trusts) and critiquingContinue Reading

Barter System is Alive and Well!

Barter System is Alive and Well!

Yesterday was Mother’s day, so I headed over to my mom’s place with my wife and my dog, and was happy to hear some good news.  My parents have traded services with a very good neighbor! My parents have a great deck set up in the backyard but our family moved into the house 18Continue Reading

Applying for the Coolest Volunteer Position Ever! Internal Revenue Service Advisory Council

I read a post today on the Tax Policy Blog which now has me applying for the coolest position ever. Be forewarned, this position is only cool for finance and tax tools. Apparently the IRS is accepting applications for membership in the Internal Revenue Service Advisory Council (IRSAC) for a three year term beginning JanuaryContinue Reading

Sometimes 401(k)s are Better than IRAs

Sometimes 401(k)s are Better than IRAs

I get really annoyed when people quote any talking heads without taking into account one’s personal situation.  I am not sure why, but I can’t stand blind faith in anyone except maybe your version of a Creator. A LOT of personal finance bloggers, Talk Show Hosts, and house wives all over the country take theContinue Reading