Financial Planning | My Journey to Millions

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How Financial Planners SHOULD Act

Due to my position at work, I get a ton of trade magazines on a daily basis. It just so happens that “trade” in this case means law, money, financial planning magazines so that is pretty okay with me! In my daily flipping to find out if anything life breaking has occurred I came across a

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An Introduction to Trusts

Part of my job duties is to teach topics in the morning for planners, sometimes the topics are pretty advanced and sometimes they are simple. Tomorrow I have to teach an intro classes on Trusts and so I thought I’d share some of the stuff I will be going over.

The best way to think about

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Advanced Required Minimum Distribution Planning

I doubt the main point post will apply to many people reading this blog, but as I stated this blog was also started to highlight some of my research and planning experience.

This idea may seem foreign to many, but I’d love to discuss it with anyone and everyone. This post is for those that don’t

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Planning for Children with Special Needs Part III – The Third Party Special Needs Trust

Disclaimer: You should always check with your financial or legal professional before estate or financial planning especially when dealing with as sensitive and advanced subject such as Children with Special Needs. This is the Third Part of a multi-post series on planning for children with special needs.

Part I – Introduction

Part II – Letter of Intent

This

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Planning for Children with Special Needs – Part II Letter of Intent

Disclaimer: You should always check with your financial or legal professional before estate or financial planning especially when dealing with as sensitive and advanced subject such as Children with Special Needs. This is the Second Part of a multi-post series on planning for children with special needs.

Part 1 – Introduction

Step One Create a Letter of

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Planning for Children with Special Needs – Part I Introduction

I have no idea the reason, but I love estate planning and I hope that enthusiasm comes through on this blog. There is something about

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Sallie Mae Creates New Student Loan Product to Replace Current Private Loan

What is Sallie Mae?

According to their website,

Sallie Mae®, the nation’s leading provider of student loans and administrator of college savings plans, has helped millions of Americans achieve their dream of a higher education. The company primarily provides federal and private student loans for undergraduate and graduate students and their parents.

In addition, Sallie Mae offers comprehensive

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Teach Your Children Well - Financial Education Starts at Home

This is a guest post by Carson Brackney, writer for Personal Finance Analyst. Personal Finance Analyst is an online community of bloggers dedicated to taking the mystery out of money and helping you to live a happier, more successful life with the money you have.

Financial struggles and poor money decisions are the kind of thing

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How Financial Planners SHOULD Act

An Introduction to Trusts

Advanced Required Minimum Distribution Planning

Planning for Children with Special Needs Part III – The Third Party Special Needs Trust

Planning for Children with Special Needs – Part II Letter of Intent

Planning for Children with Special Needs – Part I Introduction

Sallie Mae Creates New Student Loan Product to Replace Current Private Loan

Teach Your Children Well - Financial Education Starts at Home

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