Give Whole Life Insurance a Fair Comparison – Get Illustrations and Compare!

I hope this post doesn’t end up on one of my favorite blogs, Bad Money Advice, but I wanted to actually compare some numbers for people.  Everyone, and I mean everyone tells you to stay the hell away from Whole Life Insurance, I think the main concerns are fees, lack of clarity, and evil insuranceContinue Reading

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 topContinue Reading

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 helpContinue Reading

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 critiquingContinue Reading

Barter System is Alive and Well!

Yesterday was Mother’s day, so I headed over to my mom’s place with my wife and my dog, and was happy to hear some good news.  My parents have traded services with a very good neighbor! My parents have a great deck set up in the backyard but our family moved into the house 18Continue Reading

Leave Your Retirement Accounts Alone (AGAIN!)

All the way back in September of 2008 I wrote a post titled, “Leave your Retirement Accounts Alone.”  The Post was even mentioned in the Carnival of Personal Finance and I think either WSJ or MSN.  Well it looks like no one listened (it may be because back then I had about 4 constant readers). Continue Reading