Despite my hatred for Social Security it will continue to be an important part of most retirees world and way back in 2009 I discussed a social security planning opportunity that has recently been taken away by the Social Security Administration. I was shocked to discover that before December 2010 you were actually able to… Continue Reading
Author Archives: Evan
Understanding Losses In Your Portfolio
I don’t think most individuals really understand what happens when their investments take a hit and lose value. I was reading a great article about using protective puts and covered calls with index funds to provide for hedging and while the article was very interesting (and something I am going to look into and write… Continue Reading
Weekly Links – Easter Edition 2011
Every Sunday I take a moment to thank those bloggers who linked to me because they really liked my article or found it good enough to highlight it in a blog carnival: GreenPandaTreehouse and TheFinancialBlogger both liked my post on the Portability of Credit Shelter Amount LazyManandMoney liked my post about my First Experience with… Continue Reading
The Very First Step When Eliminating Debt
This past weekend, I was involved in two separate conversations regarding debt repayment. Interestingly both conversations concerned married couples that despite varied lengths of marriage had failed the first step when it came to destroying debt. The very first step in getting rid of debt is actually knowing exactly how much you owe to creditors.… Continue Reading
What is Portability in Estate Planning?
There were a lot of tax law changes (as well as a lot of things that were kept the exact same) when President Obama signed into law the Unemployment Insurance Reauthorization and Job Creation of Act of 2011, but there was one change that simply put, shocked me. It was the brand new idea that… Continue Reading
The $300 Giveaway Weekly Thank You
Every Sunday I thank those bloggers who linked to a post of mine because they really liked it OR accepted my post to their carnival. However, first thing is first, Gene from StoopidSuccess is giving away $300 on May 15th and with 14 ways to enter everyone should head over and enter for free money!… Continue Reading
