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  • Career Financial Literacy & Fundamentals Retirement Planning Tax Planning

    Beyond Billable Hours: Financial Considerations for Legal Professionals

    • Marcos A. Segrera

    As a partner or shareholder of a law firm, your financial structure might be less predictable or straightforward compared to traditional salaried employees. Between irregular cash flows from legal settlements, dividends, and distinct firm-related structures, there are complex tax and cash flow considerations that should be addressed in your financial plan.  1. Unpredictable Cash Flows…

  • Talk Your Chart

    Talk Your Chart | Old Traditions and New Trends: Gaining Financial Perspective | Episode 47

    • Brett Horowitz
    • Marcos A. Segrera

  • Talk Your Chart

    Talk Your Chart | Chart Comparison: Thief of Joy or Wise Guide | Episode 46

    • Brett Horowitz
    • Marcos A. Segrera

  • Talk Your Chart

    Talk Your Chart | Better Times Are Coming: Quarter Four | Episode 45

    • Brett Horowitz
    • Marcos A. Segrera

  • Family Planning Financial Literacy & Fundamentals Reading List

    Becoming an Investor in Real Estate Rental Properties

    • Roxanne Alexander

    Expert Insight for Beginner Rental Property Investors

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