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.  IfContinue 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 timeContinue Reading

Most Readers Will Hate What I Did With Part of My Bonus

Every year, when I get my bonus I think about how I will split up the money. A couple years back I received less than what I expected and discussed what to do if you receive an unexpectedly low bonus while last year I discussed what I would do with my larger than average bonus,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 REITsContinue Reading

Why the Hell are There New Active Public Pension Plan Participants?

I was talking to a buddy the other day and somehow the discussion of public employees came up, and we asked ourselves the same exact question at almost the same exact time: Why in the hell are new public employees still able to join State backed defined benefit pension plans? First and foremost, I amContinue 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 feltContinue Reading