Posted by Madison on December 27th, 2007
How exactly do I stay organized with 89 credit accounts, 31 bank accounts, 29 investment accounts and 32 other accounts (not including 14 accounts for the kids and numerous accounts for family members)? That’s what readers wanted to know when I started to describe some of the details of our accounts. I’ll highlight my various [...]
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Posted by Madison on December 5th, 2007
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 [...]
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Posted by Madison on November 28th, 2007
I’ve added four new personal finance sites to my links section. Check them out! Blogging Away Debt Consumerism Commentary Moolanomy Punny Money
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Posted by Madison on November 21st, 2007
As the end of the year approaches, it’s time to think about any last minute tax strategies. At the same time, I have a checklist of things to prepare for the upcoming year. It’s more efficient to do them at the same time as many of the strategies impact calculations for next year.
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