Author Archives: Evan

Evan is a married 30 Year Old Attorney from New York. He works as a Director in a Financial Planning Firm working Planners who devote their time planning for High Net Worth individuals. Since there is no professional relationship between the reader and Evan, NOTHING on this site should be construed as Legal or Financial Advice.

Helping New Additions to a Family One Dollar At A Time

Love Drop is a micro-giving network of people who unite as a community to help one person or family a month. By subscribing to the team for as low as $1, they make it easy for their members to change lives in a fun and tangible way. Each month Love Drop delivers a unique combination…

Is It Possible People Are This Clueless About Their Cash Flow?

As part of my daily responsibilities financial planners will come to me to discuss a particular case; sometimes these cases are mind boggling estate planning cases ($20million, $30million, $50million+) and sometimes they are just your run of the mill new family starting out. When the case has to do with estate planning the planner and…

High Risk? Get Life Insurance Coverage with a No Medical Exam Life Insurance Policy

Are you interested in purchasing a life insurance policy, but you are concerned that your health will make it impossible for you to get a policy? Fortunately, with the help of no medical life insurance, even those with health issues such as cancer or high blood pressure can still the coverage they and their family…

October 2011 Net Worth Update

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…

Bank of America’s New Fee is Yet Another Example of Congressional Ineptness

Sometimes when I read Congressional Members’ rationale for certain bills it makes me literally want to rip my hair out of my head.  Luckily I refrain since I am the only one of my brothers with hair left.  It is ridiculous that no one seems to learn the law of unintended consequences. A Company exists…

October 2011 Dividend Investment Portfolio Update

Income Stream

About 18 months ago, I started my Perpetual Income Machine which then eventually morphed into my dividend investment portfolio.  Now every couple months I update those specific stocks which are on my “watch list” for the following months to come. While the stocks I am purchasing change every few months, I never sell those stocks…