Monthly Archives: October 2009


Sometimes in Life You have to Ignore the Costs

This post is inspired by my Dog's 5th Birthday - I love my dog, and I don't care if she is the right or wrong personal finance decision.  Sometimes, you have to ignore the right thing, mathematically, and live your life.  So please meet my dog, Tinkerbell: No, she is not manly nor does she have a cool name like butch, but she lights up my house and I could care less that the amount I spend in food for her could reduce my student loan debt. The Story of My Dog Tinkerbell I was spending a lot of time studying, and [...]

By |2014-10-29T16:21:11-04:00October 29th, 2009|Personal Situation|5 Comments

My Experience with Quicken Online

I have never really gotten into budget software packages; I think it is stems from my original feelings that I didn't want nor need a Budget.  After starting this blog and getting my finances in order, my feelings about the subject changed and The Wife and I created a Plan. Despite the change in feelings,I never picked up on a piece of budget software. Since my only experience with budget/money management systems was a very brief attempt with a paid version of Quicken 2007  I thought I should stick with one of the free options first. So, if I thought if I [...]

By |2013-09-26T15:01:49-04:00October 27th, 2009|Personal Finance|0 Comments

Is the IRS Getting Smarter or is The IRS Attacking the Wealthy Yet Again?

Last year, I wrote that it was inevitable that Estate Audits were Going to Increase.  The reason Estate Audits were going to increase was inevitable - there were/are less people who are subject to the estate tax, but no auditors were being fired (i.e. they have nothing else to do lol). Well it seems that there is another attack on legal estate planning.  As highlighted by Martin Vaughn of the the Wall Street Journal, in a short article titled, IRS Brings New Focus to Auditing the Rich; the IRS has a new tool against the evil rich. Dubbed the Global High Wealth Industry group, [...]

By |2013-09-26T15:01:49-04:00October 27th, 2009|Random|0 Comments

215th Edition of the Carnival of Debt Reduction

I am happy to host the 215th Edition of the Carnival of Debt Reduction. The Carnival of Debt Reduction is, a weekly blog carnival that highlights posts on getting out of debt. Personal debt reduction progress reports and posts about reducing debt are what this carnival is all about! All Financial Matters host the 214th Edition of the Carnival of Debt Reduction.  He chose the three most applicable posts all are a great read.  I was lucky enough to get a few more applicable posts! The List is Short on Purpose – These Entries were well written and applicable to the Carnival [...]

By |2014-02-09T12:33:15-04:00October 26th, 2009|Blogging Carnival|3 Comments

Create Your Own Pension Using Whole Life Insurance

In order to fully understand this post I am going to have to ask you to put down your $19.95 Suze Orman book or shut off your podcast of Dave Ramsey – and give me a chance to describe and illustrate how to create your own Pension Using Whole Life Insurance before leaving me comments of hatred of the product. This post is coming off the heels of the supposed desire to kill off the 401(k) or to proclaim it as dead.  There is absolutely no reason to go over the discussion when much better bloggers than me already have: Should we Get [...]

By |2013-09-26T15:01:49-04:00October 22nd, 2009|Life Insurance, Qualified/Retirement|22 Comments