Author Archives: Evan

May 2013 Net Worth Update

Had a pretty good month money wise, but it was mostly because I got a larger than average tax refund.  On the one hand I am bothered that I am giving the government a tax free loan, but on the other, it feels freaking fantastic to get an unexpected lump sum deposited into my checkingContinue Reading

An Unusual Way to Create an Amazing Legacy

I came across this amazing and unusual estate plan where the a family created a credit union for heirs only.  Forget having to worry about gifting or tax ramifications of intra-family loans this a legitimate credit union where, according to the CBS’ article, For a $5 deposit, plus a 25-cent handling fee, you become a memberContinue Reading