Blog and Resources
Financial news you don't want to miss.
Fireworks, Freedom, and Financial Independence: A Summer Reflection
July 03, 2025As we gather this weekend under open skies to celebrate the Fourth of July, we’re reminded of the ideals that built this...
Smart IRA Moves in Uncertain Markets: Roth Conversions and RMD Timing
June 05, 2025Market uncertainty—whether driven by tariffs, inflation, or geopolitical tension—can rattle even the most disciplined in...
What Did It Cost to Build a New Home in 2024? A Financial Breakdown for Homeowners and Investors
May 28, 2025If you're considering building a new home—the true cost of residential construction in today’s market may surprise you. ...
Don’t Let the Economy Derail Your Summer: How to Enjoy Life with Predictable, Budget-Friendly Luxury
May 15, 2025In today’s uncertain economy, high interest rates and shaky consumer sentiment are leading many Americans to rethink how...
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...
Wealth Management for Lawyers: How to Build Financial Security and Grow Your Assets
February 03, 2025Lawyers: let’s be honest for a second. Even though you’re among the highest earners in America, you feel like you should...