Yearly Archives: 2011

September Net Worth Update–Nominated for a Plutas Edition

Earlier this year I started tracking my net worth, but wasn’t entirely comfortable putting the number completely out there, so I came up with a system where I on January 18, 2011 I took my positive net worth made it a zero.  Feel free to check out my absolute zero net worth post.  This way

Income Tax Planning for Savings Bonds

Income Tax Planning for Savings Bonds

I can’t believe it was almost three years ago that I researched Estate Planning and Savings Bonds, wow time flies!  Notwithstanding, there are various tax strategies when dealing with your Savings bonds.  The first has to do when you should “choose” to pay tax on the interest gained and the second has to do with

7 Links–My Journey to Millions

I have never participated in a Blog meme but when Glen from Free From Broke called me out, how do I not rise to the occasion? I am supposed to pick out: Your most beautiful post Your most popular post Your most controversial post Your most helpful post A post whose success surprised you A

Giving Thought to Long Term Care

Guest Post by Clint With economic volatility and uncertainty rippling throughout the country, it’s not surprising that many families are looking for immediate solutions to their problems. But now more than ever, it’s important to consider your family’s long-term health, security and happiness. Providing for long-term care is just as vital as providing for wellness

No Investment Strategy Will Perfectly Align with Your Goals

I read two recent articles from Registered Rep Magazine that reminded me that regardless of how well you plan, and strategize there is no perfect investment strategy.  It doesn’t matter if your investment goal is to mitigate taxes, or if the goal is to invest in all indexes because over time they “have” to beat