Author Archives: Evan

Summary of Tax Changes for 2011

The end of the 2010 marked the sunset of certain tax cuts found in the Economic Growth and Tax Relief Reconciliation Act of 2001 (EGTRRA) and the Jobs and Growth Tax Relief Reconciliation Act of 2003 (JGTRRA ) commonly referred to as the Bush Tax Cuts.   Well, last week was as crazy of a weekContinue Reading

What I am Doing with my Unexpected Bonus

I can’t believe that it was 2 whole years ago when I bitched complained made note that I received an unexpectedly low bonus and what I was going to do to rectify the situation.  The amount that was “lower than expected” was actually part of my compensation schedule.  Well, this year things are different. The compensationContinue Reading

2010 My Journey to Millions Blogging Statistics

In 2.5 years of blogging I never publically shared any of traffic statistics.  It isn’t because I was embarrassed but because to be honest I never thought anyone would care, but how am I going to hold myself accountable if I don’t put it out there?  Since so few bloggers share these numbers I don’tContinue Reading

Why did I Create a 529? Why Did I Choose New York’s Program

The Wife and I just recently had our first child and like the responsible adults that we are supposed to be I started looking into college savings.  The IRS has a fantastic Q&A on the 529 Plan, which will answer many of the questions one may have.  Here are some of the main questions associatedContinue Reading

Choosing Which State’s 529 Plan to Use

There are tons of articles discussing which State’s 529 Plan to use, however, most seem to focus on expense ratios and fund choices.  While those variables are obviously important I believe there is another issue that is often ignored.  By living in a certain State and participating in that certain State’s 529 Plan you may receive anContinue Reading

What does a Corporate Lawyer and the Genie from Aladdin Have in Common? Friday Trivia

I had a really interesting conversation with a client the other day.  To give you a little background, I don’t know him personally (that is to say outside one or two conversations), he is 50 years old, successful, not ultra high worth successful but amazingly comfortable, couple kids, a wife and he wanted to mapContinue Reading