Category Archives: Random

An Unusual Way to Create an Amazing Legacy

I came across this amazing and unusual estate plan where the a family created a credit union for heirs only.  Forget having to worry about gifting or tax ramifications of intra-family loans this a legitimate credit union where, according to the CBS’ article, For a $5 deposit, plus a 25-cent handling fee, you become a memberContinue Reading

The Capitalist Class – Something to Strive For

I came across a fantastic article on About.com (something that almost never happens) titled, 10 Secrets of the Capitalist Class by Joshua Kennon.  I have never heard this term before, and rather than paraphrasing Mr. Kennon’s definition of the class I think it is more valuable to look at his characteristics of the same.  IContinue Reading

Back from Vacation

I just got back from vacation with The Wife, The boy and another couple we are really good friends with (who have “1 and a half  boys” – one is 6 months older than my son and the other is just about 6 months old).  We went to an all inclusive resort in Aruba calledContinue Reading