Monthly Archives: February 2012

How I Prepare to Meet My Accountant

Up until I got married to The Wife I did my own taxes as they were straightforward!  A W2, a few bank accounts, an investment account and my student loans.  Then I bought a house and got married…that’s when my tax world became more complicated.  The Wife is an independent contractor, and as an independentContinue Reading

My Route To The Leisure Class

When the phrase “leisure class” comes to mind, most people picture private jets, large mansions, and vast family fortunes. They envision people who hold careers as an investment banker, surgeon, or tax lawyer. In short, the general conception is that the leisure class comprises an exclusive group and reflects an unattainable status. This is patentablyContinue Reading

Data Cleansing – How Clean can it get?

Your favourite espionage movie is likely to be full of tracking, monitoring and intelligence technology so sophisticated that it blows your mind to think it could actually be real.  The military and national security services do use this stuff and from that same toolset – credit agencies use data cleansing technology. Your B2C operation canContinue Reading

Never Assume Someone Has a Completed Estate Plan

In the past I have stressed that regardless if someone is with working with a professional that person’s testamentary intent should be the most important objective when planning his or her estate.  Recently, I have been seeing a trend that makes me believe that goal needs to be restated and tweaked a bit – TestamentaryContinue Reading

Updating My Dividend Income Investment Portfolio

Every two to three months I like to update my Dividend Investment Portfolio (or known around these parts as the article formally known as the Perpetual Income Machine) and since my last update was in December of 2011 I figured it was about time.  These posts are to provide myself with a “watch list” forContinue Reading

Maximizing Family Resources to Get College Financial Aid

It’s no secret that paying for college is an incredibly expensive proposition these days. Tuition at private schools has been steadily rising for years, and state financial troubles have now caused public school tuition to skyrocket, as well. No matter how much or how long you save, it often seems as though no amount ofContinue Reading