Blog and Resources
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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...
The Economic Impact of an Aging World
July 09, 2024The world is experiencing a profound demographic shift, with populations aging at an unprecedented rate. This trend pose...
Retirement Confidence Edges Up, With Some Optimism
June 11, 2024After falling in 2023 by the widest margin since the 2008 financial crisis, retirement confidence began to edge back up ...