What Does the Facebook IPO and the Twitter IPO Have in Common?

There is article after article discussing how the facebook IPO will be different than the Twitter IPO, but I came across an article this weekend from the Wall Street Journal that indirectly indicates how the situation may be similar when it comes to estate tax planning. What does the Twitter and Facebook IPO Have in

What Are Your Options When You Inherit an IRA or Other Qualified Account?

Doing some research today I found a great chart produced by the IRS which highlights your options when a spouse or non-spouse inherits an IRA or other qualified Account. As you could imagine the decision you make could cost you and your family tens of thousands in an unneeded taxes. Two Examples of RMDs Gone

Why Do Non-Professional People Freely Give Stock Tips?

There is this young guy in my office; he is nice enough but one of those huge talkers.  I have a feeling when I read this post back in a couple years it’ll be hard for me to remember his name because I don’t believe he’ll be here in a couple of years.  Notwithstanding, he

October 2013 Net Worth Update

IT HAS FINALLY HAPPENED! It took almost 9 months but I am finally positive year to date. I think if the upcoming government shut down happens there will be some buying opportunities for my dividend fund but the history on what happens to the market when there is a government shutdown is iffy at best. My

Are You in a Second Marriage? Then You Should Have a Sound Estate Plan

I have had a conversation twice in the same amount of weeks with people in my life about estate planning disasters waiting to happen due to a second marriage.  Neither situation was formed from an initial ill will but both will end very bad and probably not how the testator wanted. Two Examples of How a