Advanced Required Minimum Distribution Planning

Advanced Required Minimum Distribution Planning

I doubt the main point post will apply to many people reading this blog, but as I stated this blog was also started to highlight some of my research and planning experience. This idea may seem foreign to many, but I’d love to discuss it with anyone and everyone.  This post is for those that

Success: It Starts with Yourself

Success: It Starts with Yourself

Success: It Starts With Yourself Success comes to those who know themselves, apply themselves to the goals, and believe in themselves. Let the next success story be yours now! To paraphrase Thomas Edison, the great American inventor, success is one percent inspiration and ninety-nine percent perspiration. Indeed, nobody becomes astoundingly successful on luck, likelihood and

My Last Income Tax Update (hopefully)

My Last Income Tax Update (hopefully)

I have given the readers of this blog an insight into my taxes, so I felt the need to give a conclusion to my income tax “situation” (yes, it has been upgraded to a situation).  These past updates include: Meeting my CPA Tomorrow – What should You Bring when Meeting with your CPA? Taxes are

Colleges are the Next Big Bubble to Burst

Colleges are the Next Big Bubble to Burst

I am going to keep this post short since it is nothing more than a “crazy” theory of mine.  The Wall Street Journal just published an article titled, “Student Loans: Default Rates Are Soaring” written by Anne Marie Chaker. Ms. Chaker highlights the stats: According to new numbers from the U.S. Department of Education, default

Planning for Children with Special Needs Part III – The Third Party Special Needs Trust

Disclaimer: You should always check with your financial or legal professional before estate or financial planning especially when dealing with as sensitive and advanced subject such as Children with Special Needs. This is the Third Part of a multi-post series on planning for children with special needs. Part I – Introduction Part II – Letter