Tag Archives: Rant

There are NO New Retirement Rules

I truly believe that there was no good old days whether we are talking about life in general or personal finances so when I saw the article titled, “7 things to know about the ‘new retirement’” I knew it was going to be terrible.  It didn’t disappoint.  I found the article on CNBC, but seemsContinue Reading

I Don’t Get the Hype About The Facebook IPO

A few friends have asked me what I thought about The Facebook IPO and I don’t really get the excitement.  First thing first, it has been way too long since I talked about things I don’t get!  Some past examples include “I don’t Get why People Say they Don’t Want to be Wealthy“; “I don’tContinue Reading

Don’t Be a Sheep When it Comes to Your Finances

It is natural that people disagree about personal finance decisions and even investing strategies.  Some people are comfortable with 5 year ARMs, 10 year AMRs, balance transfers, margin accounts, index investing, following Graham like he was the second coming, whole life insurance, etc. While some people think credit cards are the devil’s tool, that activeContinue Reading

You Have Absolutely No Patriotic Duty To Pay High Taxes

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.  IfContinue Reading

Why the Hell are There New Active Public Pension Plan Participants?

I was talking to a buddy the other day and somehow the discussion of public employees came up, and we asked ourselves the same exact question at almost the same exact time: Why in the hell are new public employees still able to join State backed defined benefit pension plans? First and foremost, I amContinue Reading

Analyzing the Perception of the “1 Percent”

One of the reasons we are having Occupy Wall Street protests and backlash towards the “1 percent” is because the public doesn’t understand what it is like to have money. All they see when they hear about investment bankers and stock analysts is about the expensive cars, luxurious meals, and the near rock n’ rollContinue Reading