Author Archives: Evan

You Have Absolutely No Patriotic Duty To Pay High Taxes

I don’t want to pay higher taxes then what the law mandates.  In fact a large part of my day is spent helping people plan for the Federal and State Estate Tax and I love my job.  I am not sure why I get so excited helping people plan to lower their tax bill.  If…Continue Reading

What Do You Do With Your Children’s Money?

Over the past 13 and a half months we have a couple events for my son that resulted in cash gifts, specifically, we had his actual birth, Christening and his First Birthday.  At each of those events we received very generous gifts from his aunts, uncles, grandparents, friends and pseudo uncles and aunts.  Every time…Continue Reading

Differences Between Nontraded REITs and Exchange Traded REITs

Outside of investing a small percentage of my bi-weekly 401(k) contributions into a Real Estate Investment Trust (REIT) Fund, I have very little personal experience investing in these interesting vehicles, however, when I saw a FINRA Investor Alert I was curious what it had to say.  The FINRA Investor Alert was titled, “Public Non-Traded REITs…Continue Reading

January 2012 Net Worth Update

I can’t believe it has been about a year since I started tracking my net worth.  I resisted the idea of doing so since the beginning of this blog because of two reasons.  One, I didn’t believe it would help me with my long term goal of increasing my net worth, and two, I felt…Continue Reading