Tag Archives: documents

Guest Post: Pet Trusts by Nick Livers

A friend of the firm and attorney, Nick Livers, is doing a guest post for us. A lot of us have pets that we love, but what happens to them after you die? How can you provide for them? Let’s … Continue reading

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If You Die, Do Your Heirs Know Where To Find Your Passwords?

I wrote a little about making sure you put your estate documents where someone could find them in the past.  But what about your digital life?  If you die, do your heirs know where to find your passwords?  There were … Continue reading

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I Am Loving On Career Planning,

Just loving on it. Let’s think about personal finance for a moment,* through the lens of the accounting model.  You bring in a paycheck – that’s your gross income.  You spend money (your expenses) and you end up with a … Continue reading

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If You Die, Do Your Heirs Know Where To Find Your Estate Documents?

So, you go to all this trouble to make an estate plan.  You make sure your assets are titled properly, and there are the appropriate beneficiary designation forms are filed with your accounts.  You put together your will, trust (if … Continue reading

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How To Read Your Brokerage Statement

Your brokerage statement comes at least quarterly, and usually monthly, but do you read and understand it?  I’ll give you a quick run-down on how to read your statement. Here’s a copy of one of my statements – a tiny, … Continue reading

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Anatomy Of A 1040 – Part 2

“Where there is an income tax, the just man will pay more and the unjust less on the same amount of income.” — Plato Our guided tour of the Form 1040 is going pretty well.  We looked at the first … Continue reading

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Anatomy Of A 1040 – Part 1

“The hardest thing in the world to understand is the income tax.” — Albert Einstein, physicist So, let’s make it a little easier. One of the (many) complaints I hear about taxes is that they are too complicated.  In fact, … Continue reading

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Tax Organizers Are On Their Way!

Yay, it’s tax season again!  And that means the good folks at the post office are now whisking organizers to our tax client’s doors.  So, here are three easy tips for folks getting their tax documents together: Make sure you … Continue reading

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Credit Score v. Credit Report

Alright, I sense some confusion between credit scores and credit reports, so let’s clear it up. Clarity matters, because not knowing the difference between you credit report and your credit score will only lead to massive confusion.  And confusion leads … Continue reading

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