5 Things to Look For in Any IPO

There have been several large IPOs so far this year, with the biggest being the Facebook IPO.  However, many of the last large IPOs have been a bust, with their share prices falling in the weeks after the IPO.  While you can’t always predict what will happen after an IPO, here are five things that

What is a Longevity Annuity?

You may not agree with how the product is used, sold or priced but you really have to respect the financial industry for being able to make a products to fit almost all situations.  I recently heard about a relatively new product called a Longevity Annuity which seems to operate like an extended deferred annuity

4 Year Anniversary!

It was a VERY hot day on June 14, 2008 when I married the love of my life.  It amazes me to write this post, but the Wife and I got married 4 years ago today.  What amazes me is not the fact that we have lasted 4 years together, but rather how much we

An Estate Distribution Schedule That I Just Don’t Understand

Today, I was reminded of an Estate Distribution schedule not often found in Last Will and Testaments or Revocable Trusts, but enough to make me question why it would ever be included.  Part of my daily activities at my office is reviewing clients’ and potential clients’ estate planning documents.  Sometimes this includes just a 2

5 Ways You Can Be Frugal Today

Its spring and it is a great time to do a little financial spring cleaning.  There are a lot of ways that you can be frugal and save some money this year!  Here are five easy ones you can do today: Check Your Bank Accounts – If you haven’t looked at your bank accounts in a

Energized and Focused

Last weekend The Wife and I went away for the first time without the boy and it allowed me to refocus on some goals and the reason for those goals.  Despite growing up and even going to school on Long Island I had never been to Montauk so when The Wife suggested it I jumped