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Tag: Life Insurance

Estate Tax = Death Tax: Burden of our Beneficiaries

Estate Tax = Death Tax: Burden of our Beneficiaries

All of us will die. It is just a matter of time. Some will go sooner and some will go later. But at the end of the day, what matters is we have everything planned and covered for the people we will leave behind. It can be in the form of a will, life plan, memorial plan for our wake and burial or cremation. But it is also important to have insurance which can be used by our beneficiaries to…

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EPAL Series: 1 – Investing in Mutual Funds

EPAL Series: 1 – Investing in Mutual Funds

EPAL Series is a series inspired by the movie “Dumb and Dumber”.  One guy is a clueless but interested investor and the other guy is the EPAL friend (a know it all type who wants to give advice even if he doesn’t know anything about that particular topic). Follow the journey of Peter and John who are very good friends. John is a clueless investor wannabe and Peter is real estate investor and a very arrogant know-it-all guy who wants to give unsolicited…

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