Blog Entries

For many, retirement is the phase of life to kick back, relax, and enjoy the fruits of years of working and saving. However, financial decisions before and during retirement can significantly influence our quality of life and tax liability. Therefore, employing tax-smart retirement withdrawal strategies may help you maximize your retirement nest egg. Here are …

A Beginner’s Guide to Tax-Smart Retirement Withdrawal Strategies Read More »

In the world of investing, the “holiday effect,” as it is often referred to, is a phenomenon where stock prices see an increase right before a major holiday. There are many theories on why this may occur. It could be from trading volume being down due to investors taking a vacation or maybe because investors …

Dos and Don’ts for Investing During the Holidays Read More »

Many parents may find it uncomfortable, or even believe it is unnecessary, to inform their children about personal finance matters. Yet, communicating openly with your family members can help to reassure them about your financial and health care wishes. This may also ease the decision-making process for your family in many important areas. As time …

Tips for Talking to Your Kids About Your Finances Read More »

At the end of the year, it is necessary to reflect on your financial picture, review the last 12 months, and plan for the future. With all that is involved, it can seem overwhelming. Consider breaking up the responsibilities over 12 days, focusing on one each day, and ensuring it gets a comprehensive review.   …

The 12 Days of Year-End Planning: Things to Consider Going into the New Year Read More »

You made it through law school, you passed the bar exam and now you are an attorney. You were lucky enough to have had help through scholarships or from family to pay for school, and you may still have student loans to pay off. You are a grinder in big law, working tirelessly as an …

Are you Financially Ready to Become a Law Firm Partner? Read More »

Having a professional walk you through savings, budgeting, investments, tax issues, and other aspects of financial planning can be invaluable. But if you’re not sure what you want from this relationship—or what you’re looking for in seeking assistance with your finances—you may find yourself spinning your wheels. What questions should you ask when selecting a …

4 Things You Should Know About Your Financial Professional Read More »

Ah, Money. The word leaves you with a positive or a negative feeling when you hear it. The feeling we get from money, and investing, has deep roots inside our emotions, although we may not understand why. Behavioral science explains why we make our investment decisions and how we emotionally react to them. Behavioral science …

How Emotional and Behavioral Barriers May Impact Your Investing Decisions Read More »

The financial professional and financial planning firm you pick to manage your assets and advise you on key financial decisions can affect your retirement and other major financial goals more, maybe, than even you. So it’s imperative that you make an appropriate choice for you and your family. When trying to find a financial professional …

October is National Financial Planning Month Read More »

Getting laid off can be a very difficult and emotional experience, especially if you have been with the company for a long time. However, it is important to remember that there are ways to make the most out of this situation, especially if your company is offering a severance package. A severance package is a …

Let Go From Your Job With a Severance Package Read More »

Strategic financial planning is important for everyone but especially for high-income earners that have their compensation tied directly to the success of the business. Executives and entrepreneurs both rely on accessing their wealth at the end of their employment, requiring them to make the best financial decisions for themselves ahead of ‘cash out’ their share. …

More Money, More Responsibility and Strategic Financial Decisions Read More »