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

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

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?

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 the

My Debt Snow Ball

My Debt Snow Ball

I accomplished one of my very minor goals recently – I went through and created a comprehensive debt review and plan to pay it off. The Wife and I have way, way, way too much consumer debt. I say consumer debt because I do not feel the need, right now, to compound my problems/overwhelm myself

Financial Overview – August 2008

I figured I needed to start somewhere so why not lay it on the line for the readers of this blog, while keeping myself accountable in the months and years to come. Just recently married (a little over six weeks ago) and the wife and I decided to get serious about what we are going