I’d like to think that as the family financial guru, I give the best gifts! I put a lot of thought into each one and come up with gifts that will keep on giving, sometimes for the lifetime of the recipient. So why do people dread my great gift giving ideas?

Posted December 19, 2007 in College savings, Investing, Retirement, Savings by Madison | 12 Comments

It’s time to celebrate! My company just announced that we are getting the Roth 401k! I received a couple emails from coworkers that my employer is going to offer the Roth 401k next year. Yipee!! Regular readers know that I have been campaigning for access to the Roth 401k. I’ve emailed my HR department numerous times [...]

Posted December 18, 2007 in Intermediate, Investing, Retirement by Madison | 2 Comments

We recently set up a special needs trust for for a family member. It is an important part of planning for the future of a disabled individual and has large consequences if done incorrectly.
Special Needs Trust
Special needs trusts, or supplemental needs trusts, provide the means to care for a disabled child (or adult) after the parents or [...]

Posted December 5, 2007 in Insurance, Intermediate, Investing, Organization by Madison | 5 Comments