Author Archives: Evan

May Net Worth Update Fan of American Express Edition

Between a combination of my side business income and market forces this was a pretty good month for my household.  On January 18, 2011 I decided to start a new way to track my net worth.  I created a private spreadsheet and zeroed out my net worth. By starting at Zero, I can share myContinue Reading

Giveaway Edition of Evan’s Thank You

Before thanking those that linked to me this week, I wanted to highlight some fantastic giveaways! A contest offered by CheckNGo at The Centsible Life! To win the iPad 2! Enter to win here: http://bit.ly/TCLiPad WealthInformatics is giving away an Amazon Kindle to celebrate the 1 year anniversary! Win a $100 gift card to amazon for checking aContinue Reading

Why Americans Defend Higher Income Individuals

  I was discussing President Obama’s campaign promises (shut down Gitmo, get out of the 2 wars we were in, and lower unemployment lol) the other week with my in-laws and I came up with a theory why Americans, generally, defend higher income individuals.  I am sure the theory is not original or even allContinue Reading

7 Things Your Financial Advisor Won’t Tell You

A financial advisor is a professional that helps clients assess their financial situation and develop plans to help them reach their future goals. Financial planners will help clients analyze and budget their cash flow, make good investments, assist with retirement planning, plan their estate, get insurance, and minimize their taxes. The problem is that manyContinue Reading

Social Security Gets Rid of the Pay Back Option

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 toContinue Reading

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 writeContinue Reading