Why Am I Unpopular at Christmas?

Posted by Madison on December 19, 2007

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?





Creating a Special Needs Trust

Posted by Madison on December 5, 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 […]

Continue reading…





Bank IPOs: Mutual to stock conversions

Posted by Madison on November 1, 2007

For today’s Dollar-a-day challenge I closed a savings account that was originally opened at a mutual bank. Since that bank has converted I can move the money elsewhere where it will earn interest at a more competitive rate. Getting in on stock initial public offerings (IPOs) is rather difficult. Mutual bank conversions, however, provide a […]

Continue reading…