I learned a very interesting lesson today that I thought I’d share with everyone. It is not a new lesson in fact I remember it from Federal Income Tax class but haven’t heard about it in years. It was years, until my brother grabbed me in between my 8th and 9th beer on the 4th…
Despite writing a personal finance blog, I enjoy chatting up politics and I think I have been very open about my political views, which are basically libertarian in nature. I generally believe the government is a necessary evil and as such I want to keep it as small as possible. The way I look at…
Bankrate/CNBC just posted an article titled, “7 Ways to Save on Legal Advice” written by G.M. Filisko. I have previously discussed the need for a professional when it comes to estate planning and advanced personal finance moves. Well, professionals are usually expensive in terms of out of pocket up front costs (vs. money & time…
A very good friend of mine just had their first child, and so the next inevitable step is to call their buddy the estate planning attorney (yours truly, My Journey) to discuss the drafting of a Will. Upon arriving, and checking out the kid and some small talk it became very apparent they were very…
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 finally…
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 critiquing…
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