Author Archives: Evan

The Secret Business I am Dying to Open Up

I have been giving a lot of thought lately about a very specific type of business to open.  While I have had some businesses in my past (some I am not proud of, and some like this blog that I am very proud of), I have never run a brick and mortar business so the

We Decided to Go With a Real Estate Broker After All

When we first decided to put our house on the market The Wife and I talked about using a real estate broker or agent for selling our home, and opted against it since the price on the home is priced way under the market.  However, after losing our buyer The Wife and I were pretty

What is a Longevity Annuity?

You may not agree with how the product is used, sold or priced but you really have to respect the financial industry for being able to make a products to fit almost all situations.  I recently heard about a relatively new product called a Longevity Annuity which seems to operate like an extended deferred annuity

4 Year Anniversary!

It was a VERY hot day on June 14, 2008 when I married the love of my life.  It amazes me to write this post, but the Wife and I got married 4 years ago today.  What amazes me is not the fact that we have lasted 4 years together, but rather how much we

An Estate Distribution Schedule That I Just Don’t Understand

Today, I was reminded of an Estate Distribution schedule not often found in Last Will and Testaments or Revocable Trusts, but enough to make me question why it would ever be included.  Part of my daily activities at my office is reviewing clients’ and potential clients’ estate planning documents.  Sometimes this includes just a 2