An Introduction to Trusts

An Introduction to Trusts

Part of my job duties is to teach topics in the morning for planners, sometimes the topics are pretty advanced and sometimes they are simple.  Tomorrow I have to teach an intro classes on Trusts and so I thought I’d share some of the stuff I will be going over. The best way to think

My Journey’s Financial Update 5/29/2009

One of the main reasons I started this site was to keep myself accountable to anyone that was reading. Ironic part, is that when I started I probably had no one reading so it was an exercise in futility! After searching my archives I could only find one update this year – on March 4,

My Journey to Million Appearances on the Web

I was featured on the following sites recently: Earn What You Spend included me in the 204th Edition of the Carnival of Personal Finance Financial Highway included me in the Carnival of Twenty Somethings this week PT Money included me in the 2nd Edition of the Revival of the Carnival of Money Stories On top

Random Letters After an Advisor’s Name isn’t the End All, but it may help

Random Letters After an Advisor’s Name isn’t the End All, but it may help

This post is a public apology for making an ass out of myself for saying some pretty sh!tty things about a woman who seemingly wants to help people get out of debt.  Baker at Man vs. Debt interviewed a “Dave Ramsey Certified Counselor” a person who seems kind hearted and genuine in attempt to help

How Should I handle “Alternative Income” Opportunities when Friends and Family are Involved?

How Should I handle “Alternative Income” Opportunities when Friends and Family are Involved?

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