Yearly Archives: 2009

Remembering Lt. Joseph Gullickson – Project 2,966Remembering Lt. Joseph Gullickson – Project 2,966

I was lucky enough to be chosen to participate in Project 2,996, and to make it even more special this is my 200th post.  Project 2,996 is a project by Dale Challener Roe.  Bloggers request to honor someone who had passed away during that horrible event.  Being that my older brother is FDNY, I askedContinue Reading

Where are Estate Taxes Going?

The question I hear the most when I am teaching classes are, where do you think the Estate Taxes are going?  I always respond, they aren’t disappearing. Period.   The current administration (along with the last one) is running through money like it was beer at a keg party!  So is it likely that we are goingContinue Reading

What I’ve Learned After our Miscarriage

I have briefly explained The Wife and my experience getting pregnant and then losing the baby.  Well, this is a guest post describing what she has learned along the way.  If you want to learn more about her or her other insights, check out her blog at After the Alter. I was talking to my friend theContinue Reading

Personal Finance as told by Sonic the Hedgehog

A while ago I wrote a fun post about how Legend of Zelda could teach you about personal finance.  Well this past Friday, I powered up the Wii and was reminded that I bought Sonic the Hedgehog 2, and couldn’t help but loading it up (mostly due to that SEGA Chant). It took less thanContinue Reading

Are you Freaking Serious Fridays are Born

I don’t really follow a structure when blogging, I just write.  Sometimes its good, sometimes its not, but some of my favorite posts to write are the ones where I am complaining and bitching, and since those are the posts with the most comments I guess the reader likes it too! It doesn’t matter whetherContinue Reading

What is a Power of Attorney? Everyone Should Know Before Signing One

Despite my age, part of my job description is to review and critique Wills and ancillary documents that clients provide the financial planners.  You would be shocked how many are tax inefficient or worse do not even follow the testamentary intent of the client.  Notwithstanding the ineptness of some attorneys who are drafting Wills, thereContinue Reading