The Wall Street Journal Agrees with Me! Trusts should be Built into Most Wills

The Wall Street Journal Agrees with Me! Trusts should be Built into Most Wills

Way back in August of 2008 I wrote a Post about Simple Wills.  As you may recall (or just read when you clicked the link) a simple will is usually built as follows: The problem with Simple Wills (again, as I indicated in 2008) is that don’t usually take care of certain items.  Specifically, I… Continue Reading

Is the United States Turning towards Communism?

Is the United States Turning towards Communism?

This may be an overzealous blog post for a personal finance website, but I have been thinking about this for a little bit.  I even tried to write a research paper on this when I was in college (awww so many years ago), but I was denied by my professor.  Well now I am older… Continue Reading

Oblivious Investing – Building Wealth by Ignoring the Noise Book Review

Oblivious Investing – Building Wealth by Ignoring the Noise Book Review

I had the opportunity to review Mike Piper’s newest book, “Oblivious Investing: Building Wealth by Ignoring the Noise.*”  Mike is the author of a great blog of the same name, Oblivious Investing. The book follows conversations between Shannon, the investing newbie and her wise Uncle Toby.  Every conversation they have starts with small talk and… Continue Reading

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… Continue Reading