Blog and Resources
Financial news you don't want to miss.
Financial Advice for Lawyers: Why Specialized Opinions Matter
April 08, 2025Lawyers are high earners, but their financial lives are far from simple. Unlike professionals with predictable salaries,...
Key Wealth Management Services for Lawyers to Consider
April 08, 2025For attorneys, financial success is about more than just earning a high salary. Lawyers often face unique challenges—irr...
Financial Advisors for Lawyers: How to Choose The Right Partner for Your Finances
March 10, 2025Financial Advisors for Lawyers: How to Choose The Right Partner for Your Finances Attorneys spend years mastering the la...
Wealth Management for Attorneys: Tailored Strategies for Legal Professionals
March 10, 2025Attorneys are among the highest-earning professionals, yet many struggle with wealth creation due to high taxes, irregul...
Last Chance to Fund Your IRA for 2024 – Deadline Approaching!
March 04, 2025The IRA contribution deadline for 2024 is fast approaching! You have until April 15, 2025, to fund your Traditional or R...
IRS Delays RMD Rule Changes Until 2026: What It Means for Your Retirement Strategy
February 03, 2025The IRS has announced an important delay in implementing certain required minimum distribution (RMD) regulations tied to...
The Social Security Fairness Act: Increased Benefits for Millions
January 17, 2025The Social Security Fairness Act, signed into law by President Biden on January 5, 2025, brings significant financial re...
Planning for Retirement: Maximize Your 401(k) Contributions in 2025
December 10, 2024Did you know that about 70% of U.S. private-sector workers can contribute to employer-sponsored retirement plans like 40...
Q4 2024 Newsletter
October 07, 2024This newsletter edition contains the following articles of interest: Thinking of Selling Your Home? Don't Be Surprised b...
Required Distributions: Changes You Need to Know
August 13, 2024The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) changed the rules for taking distribu...