A 20-Something’s Guide to Pensions: How Are You Preparing?

When you’re young, it’s likely that you very rarely give any real thought to issue of your pension, but the truth is, the earlier you can start thinking about it the better. Unfortunately, the issue of providing for yourself when you’re older isn’t the easiest topic to delve into, and similarly, it’s not the most

August Dividend Account Update

August has been a crazy month which is why I haven’t provided my dividend watch list update nor a net worth update (or any other post for that matter).  From August 3rd to August 7th I was in San Francisco, from August 12th to 13th I’ll be in Mystic, CT. for my parents’ joint 60th birthday

Don’t Make this Common Terrible Special Needs Planning Mistake

I was reviewing a client’s estate plan the other day, and was shocked to see this very common special needs planning technique.   It isn’t a rare technique, and it seems very natural but is often a terrible idea.  The document provided that the child with special needs was proactively disinherited.  More often then not it

I Just Converted from Oil to Natural Gas

A few months back I calculated how much money I would save from switching from oil to natural gas to heat my home.  I came up with the following calculations: First thing I did was contact my oil company to get an idea of how much oil I used in a year.  That number was

Buffett – Stocks Can’t Outperform Businesses Indefinitely

When I finished The Snowball: Warren Buffett and the Business of Life I immediately downloaded all of the Berkshire Hathaway annual shareholder letters.  If you are new to Buffett (beyond reading what other’s think he is thinking on investment sites) I would recommend reading the two books in this order as it gives you an idea as