Author Archives: Evan

I am Being Forced to Leave My Favorite Online Discount Brokers

I am Being Forced to Leave My Favorite Online Discount Brokers

I was pretty annoyed when I received notice at work that I had to shut all investment accounts that were not with very specific broker dealers.  The list did not include my largely ignored account with Tradeking nor my favorite account, Sharebuilder which houses my Perpetual Income Machine.  As a reminder for everyone, I work

What is the Difference Between Marginal and Effective Tax Rate?

What is the Difference Between Marginal and Effective Tax Rate?

I am often surprised how many people don’t understand how the United States Income Tax system actually works, but on the surface it is a really simple system.  Like anything else, once we get deeper it becomes a bit LOTS more complicated. However, when someone says, “I don’t want to make more money than $X because

At Death What You Think Someone Else Wants is Irrelevant

At Death What You Think Someone Else Wants is Irrelevant

Absent fraud, duress, undue influence or a few other rare reasons whether you agree with a decedent’s estate plan is Irrelevant.  It is amazing how often I have to explain to someone that just because your pain in the ass relative left all her money to her cats doesn’t mean you should complain about it

June 2011 Net Worth Update

June 2011 Net Worth Update

This past month was a pretty good month for Evan’s household.  I received my tax refund and my side businesses really took off towards the end of the month.  I will fully admit that this month my partner rocked it out – most months we are about even on revenue but in May he killed

Happy Memorial Day 2011

Happy Memorial Day 2011

Thank you to all those who have served our Country to promote our freedom.  According to the VA, Memorial Day, which is observed on the last Monday of May, commemorates the men and women who died while in the military service.  In observance of the holiday, many people visit cemeteries and memorials, and volunteers often