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 transactContinue 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 toContinue 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 isContinue Reading

A Simple or I Love you Will

A Simple or I Love you Will

This is the second part in my series on Wills.  Before going into the types of Wills, remember that everyone needs a will.  The easiest type of Will is known as a Simple Will a/k/a “The I Love You Will” (I will use them interchangeably). What is a Simple Will or I Love You Will?Continue Reading

Everyone Needs a Will

Everyone Needs a Will

Considering this is my first post, not about myself, I figured I would start at the beginning…A WILL.  This is the introduction post into a multi-part series of different types of Wills and Testamentary (death) documents. What is a Last Will and Testament? Black’s Law Dictionary defines a will as, “An instrument, executed with theContinue Reading