Category Archives: Personal Situation

My Journey and The Wife are Expecting A Child

I am pretty sure the title says it all!  The Wife is 5 weeks along, and since we told our parents last night and a few friends today…the next logical thing is to announce it to all you readers. I know the right thing to do is not tell anyone until 3 months, but weContinue Reading

What Personal Finance Lessons can one Learn from Newport, Rhode Island?

This past weekend The Wife and I visited Newport Rhode Island for our One Year Anniversary, and I learned three very applicable personal finance lessons, and it came from our trip to the mansions. The normal thing when visiting Rhode Island is to do Mansion Tours.  The Wife and I checked out two of theseContinue Reading

Finally Admitted to Practice Law in the State of New York

I finally took my oath to practice law in the State of New York.  As I have indicated in the past, I passed the NY bar exam on the first time in 2006, but had a few speed bumps prior to getting admitted today. Just thought I’d share with my readers that I can finallyContinue Reading

My Journey’s Financial Update 5/29/2009

One of the main reasons I started this site was to keep myself accountable to anyone that was reading. Ironic part, is that when I started I probably had no one reading so it was an exercise in futility! After searching my archives I could only find one update this year – on March 4,Continue Reading

How Should I handle “Alternative Income” Opportunities when Friends and Family are Involved?

As I have explained in my “About” Section I passed the New York State Bar Exam (getting admitted next week) and have been employed as the Director of Financial Planning for a wealth management firm for the past 2 years. Part of my job entails reading testamentary documents (think Wills and Complex Trusts) and critiquingContinue Reading

Applying for the Coolest Volunteer Position Ever! Internal Revenue Service Advisory Council

I read a post today on the Tax Policy Blog which now has me applying for the coolest position ever. Be forewarned, this position is only cool for finance and tax tools. Apparently the IRS is accepting applications for membership in the Internal Revenue Service Advisory Council (IRSAC) for a three year term beginning JanuaryContinue Reading