As I was going through this Week’s Carnival of Personal Finance hosted by Free Money Finance (hell yeah my article on Verifying your Beneficiaries was chosen by FMF) I found a GREAT blog post that I had to rip off. Let me be clear, I am completely ripping off Pimp Your Finances’ post – his article, titled… Continue Reading
Meeting my CPA Tomorrow What Should You Bring when Meeting to do Your Taxes
Well technically, since I am writing this post-12am on Sunday night/Monday morning it is today, but lets ignore that for now. Weather permitting (anyone else out there on “the island” getting nailed by snow?), the Wife and I are meeting with our accountant/CPA that was recommended by a co-worker, and I need to figure out… Continue Reading
Verify your Retirement Account’s Beneficiary
The Supreme Court Has Spoken – Verify the beneficiary on your Retirement Account In a recent case the United States Supreme Court has made it clear, YOU BETTER KNOW WHO IS THE BENEFICIARY ON YOUR RETIREMENT ACCOUNT! The case dated Jan 26, 2009, titled, Kennedy v. Plan Administrator for DuPont Savings and Investment was decided by the Court unanimously… Continue Reading
I Created a New Blog for the Wife
Sorry about the lack of post tonight, but I had two wakes in one week! The one I went to tonight, my father kept introducing me as the middle son-lawyer (my parents have 3). I always find it very weird, that my parents always introduce me by my chosen education/profession. Regardless, when I got back… Continue Reading
Foreclosures aren’t Everyone’s Problem
Whenever the mainstream news starts making think in terms of absolutes, I know something is wrong…so I quickly load up Cato.org. As always, Cato Institute Author, Alan Reynolds provides a fresh view on something the main stream news outlets either don’t see or don’t want to bring up. I have written about a Mr. Reynolds… Continue Reading
Top 10 Reasons You Need to Get a Will ASAP
I found out that my dad is having major surgery in a couple weeks, so I had to ask…”Did he have a will, and would he like his son, who works with wills everyday, to make sure it follows his testamentary intent and is tax efficient?” Well, I was shocked when he told me, he didn’t… Continue Reading
