I don’t want to pay higher taxes then what the law mandates. In fact a large part of my day is spent helping people plan for the Federal and State Estate Tax and I love my job. I am not sure why I get so excited helping people plan to lower their tax bill. If…
A couple of days ago I “graded” myself as to how I did for my 2011 Goals and Objectives and with only a couple days left in 2011 it is about time to lay it on the line for what I expect for myself in 2012. One of the main reasons I started this blog…
It isn’t hard to find an article that discusses Safe Withdrawal rates, but I am not exactly sure why it is such a hot topic in retirement planning. Investopedia provides a pretty succinct definition of the Safe Withdrawal Rate (which they refer to as the 4% rule), What Does Four Percent Rule Mean? A rule…
Between providing alternatives to the dividend aristocrats, discussing preferred shares and building a pension I feel like I have been talking about investment income a bit too much lately and I am going to slow down for November…right after this post. The other day a pretty regular commenter, John from Curious Cat Investing Blog, said…
As part of my daily responsibilities financial planners will come to me to discuss a particular case; sometimes these cases are mind boggling estate planning cases ($20million, $30million, $50million+) and sometimes they are just your run of the mill new family starting out. When the case has to do with estate planning the planner and…
Earlier this year I started tracking my net worth, but wasn’t entirely comfortable putting the number completely out there, so I came up with a system where I on January 18, 2011 I took my positive net worth made it a zero. Feel free to check out my absolute zero net worth post. This way…
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