Some Things to Think About Before Meeting an Attorney to Draft Your Last Will and Testament

Some Things to Think About Before Meeting an Attorney to Draft Your Last Will and Testament

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…Continue Reading

Reader Question – Inheriting Trusts & IRAs

Reader Question – Inheriting Trusts & IRAs

I recently received a question from a reader, who I will refer to as TPS.  TPS contacted me through my contact me page – if you have a question feel free to use it! TPS seems to be very confused, so rather than just answer the question I will post it so he can reply…Continue Reading

What Personal Finance Lessons can one Learn from Newport, Rhode Island?

What Personal Finance Lessons can one Learn from Newport, Rhode Island?

This past weekend The Wife and I visited Newport Rhode Island for our One Year Anniversary, and I learned three very applicable personal finance lessons, and it came from our trip to the mansions. The normal thing when visiting Rhode Island is to do Mansion Tours.  The Wife and I checked out two of these…Continue Reading

Carnival of Pecuniary Delights Eleventh Edition

Welcome to the 11th Edition of the Carnival of Pecuniary Delights!  The Carnival of Pecuniary Delights is different than most blog carnivals – the posts chosen are going to stand the test of time! If you want to check out Past Carnivals  check the Carnival of Pecuniary Delights webpage.  The Twelfth Edition of the Carnival…Continue Reading

Are you a Business Owner? Then you NEED to Understand Buy Sell Agreements

Are you a Business Owner? Then you NEED to Understand Buy Sell Agreements

Lets start with this very common scenario. You are Male, your partner is male and you are both married with children You are a part-owner of a small/medium business; You like your partner, but you feel that his wife is “eh” and more importantly his kids are brats who have no idea what it took…Continue Reading