Yearly Archives: 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 high priced lawyer. In short, the general conception is that the leisure class comprises an exclusive group and reflects an unattainable status. This isContinue 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

Would You Pay More for an American Made Good?

I was watching one of my favorite shows last week, Shark Tank, and there was a particular story that got me thinking.  According to ABC Donny McCall, designed the patented made-in-America Invis-A-Rack, the most innovative cargo management system for pick-up trucks ever developed. This collapsible truck track can be unfolded in seconds to carry everythingContinue Reading