Introduction to Financial Aid

Introduction to Financial Aid

A co-worker needed information as to financial aid planning, so I started researching away. It should be noted that beyond my parent’s attempt (it should be noted that they completely failed at navigating this world), and my independent status during law school, I have very little experience in the way of college planning. If there…Continue Reading

My Paycheck

My Paycheck

Like a lot of people out there, today (Friday) was pay day, who-ooo (Simpson’s reference – anyone? anyone?). But as I looked at my bank balance, I started to think…Why is my take home so low!? Like 85% of my generation, I utilize my employer’s direct deposit option, so I rarely even look at my…Continue Reading

Passed!

Passed!

Just wanted to share that I passed a few tests that my employer required (one was last week, one was last night).  I passed the Series 6 which Wikipedia defines as, The Investment Company Products/Variable Life Contracts Representative Exam, commonly referred to as the Series 6, is a multiple choice exam that registers an individual to transact…Continue Reading

Knowledge is Power

Knowledge is Power

In my opinion, in order to truly know your candidate one must understand all sides of said candidate, and then you put those issues in to order based on your personal priorities.  It is a huge pet peeve of mine, when hippie liberal friends of mine (I have plenty as do most that went to…Continue Reading

Tax Sensitive Will a/k/a By Pass Will

This is my 3rd post in this Will Series – The By Pass Will. If you want to check out the previous two posts they are: Every one Needs a Will The Simple or I Love You Will The type of Will I am going to explain has many many names, but a few of…Continue Reading

My Greatest Asset

My Greatest Asset

Like most people, my thoughts first sprung to monetary, liquid assets (bank accounts, brokerage account, heck even my condo, etc). Then I realized that since I am just starting my journey NONE of those things are very large, nor can they be considered “great” no matter how you want to define the word. This is…Continue Reading