Paul Meloan – Vested Interest

Basic Training

  • Basic Training
  • Paul Meloan
  • 6 Min Read

What’s in my wallet?

Recently I have been asked by several people about the best credit cards to use.  I will not say these...
  • Basic Training
  • Paul Meloan
  • 3 Min Read

Tools in the shed

Yesterday (July 31) the market essentially gave back all of the investment gains it had achieved in...
  • Basic Training
  • Paul Meloan
  • 3 Min Read

Revocable Living Trusts, the basics, part 2

I realize I need to finish up the piece on revocable trusts. Last time, I listed the reasons why a...
  • Basic Training
  • Paul Meloan
  • 6 Min Read

Fender-bender survival guide

I was all set to finish writing about revocable trusts when I got hit this morning on the way to the...
  • Basic Training
  • Paul Meloan
  • 5 Min Read

Revocable Living Trusts, the basics: part 1

In conversations with clients and prospective clients in the last few weeks, I have been reminded that...
  • Basic Training
  • Paul Meloan
  • 2 Min Read

Delaying gratification

I read somewhere that discipline is the act of exchanging that which you want right now in exchange for...
  • Basic Training
  • Paul Meloan
  • 2 Min Read

Last call for 2012 Roth IRA contributions

First, for all of the rules, go to IRS Publication 590.  Turn to page 60. If your adjusted gross income...
  • Basic Training
  • Paul Meloan
  • 3 Min Read

Ask not what your bank can do for you….

Ask yourself, “what do I need a bank for?” and “what am I willing to pay for...