Monthly Archives: July 2014

Don’t Make this Common Terrible Special Needs Planning Mistake

I was reviewing a client’s estate plan the other day, and was shocked to see this very common special needs planning technique.   It isn’t a rare technique, and it seems very natural but is often a terrible idea.  The document provided that the child with special needs was proactively disinherited.  More often then not it

I Just Converted from Oil to Natural Gas

A few months back I calculated how much money I would save from switching from oil to natural gas to heat my home.  I came up with the following calculations: First thing I did was contact my oil company to get an idea of how much oil I used in a year.  That number was

Buffett – Stocks Can’t Outperform Businesses Indefinitely

When I finished The Snowball: Warren Buffett and the Business of Life I immediately downloaded all of the Berkshire Hathaway annual shareholder letters.  If you are new to Buffett (beyond reading what other’s think he is thinking on investment sites) I would recommend reading the two books in this order as it gives you an idea as