Starting your Estate Plan in Three Steps
Estate planning may intimidate many of you because it causes you to face your mortality. The vast array of documents and legal advice may also contribute to some of your…
Author: fbdev
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An Introduction to Estate Planning
Whether you choose to marry or not, no one can avoid the fact that you need to pay attention to the financial and legal benefits that affect your relationship. And… -
Arguments Against Marriage
Happy Monday! One of my friends sent me an article posted in Friday’s New York Times, discussing why some same-sex couples choose not the get married, despite now having the… -
Why Civil Unions are pointless
Yesterday, I attended the IRS/Tax Practitioner Symposium sponsored by the IRS and the Illinois CPA Society. As you can imagine, same-sex marriage was mentioned several times as a “hot topic.” … -
10 money questions to ask your partner
As a follow up to yesterday’s third essential money habit (talk, talk, talk), I wanted to suggest some questions to help generate money conversations. Try using these as a starting… -
Three money habits you and your partner should engage today
You may have noticed last week that most of my posts were about you and your money, rather than about you, your relationship, and your money. While this blog focuses… -
A Guide to Government Agencies and Your Federal Marriage Rights
In celebration of New Jersey’s recognition of same-sex marriages and the federal government getting back to work, I’d like to delve a little deeper into the federal government’s recognition of… -
Another one down: New Jersey becomes the 14th state to allow same-sex marriage
Happy Monday! Congrats to New Jersey for becoming the 14th state to allow gay marriages. We learned on Friday that the New Jersey Supreme Court has given the go ahead… -
Annuities: A fee study
One last thing, and then I’ll leave fees alone, at least for a little while. The other day one of my friends asked me for some advice on a product… -
How to Find Your Retirement Plan Fees
Now that you know how fees and costs can affect your investment returns, you have the tools to make solid investment choices. For most of you, the majority of your… -
Why costs and fees matter in investing
I’ve spent the last two days advocating for low-cost index funds. But what’s the big deal? Does it really matter if an investment costs me another percentage point? Yes, yes… -
Index Funds 101
Yesterday, I offered some insight into my preferred investing strategy – passive investing. I also mentioned that my strategy lends itself to index investing. So today I figured we would… -
My Investing Strategy
I have to say, I love blogging so far. Musing on money has provided a very therapeutic and enjoyable analytic exercise. One of my coworkers asked if I trouble have…