Topics
Topic:
Wealth Management and Financial Advisors
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Often Underestimated Retirement Assumptions
When planning for retirement, there are several rules of thumb to guide you part of the way there, but many of these rules don’t account for all the contingencies we may face in real life. Life Expectancy Average life expectancy in the US is around 76-78 years old. Life expectancy can vary based on various…
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Navigating the Waters of Irregular Cash Flow: A Guide for Attorneys
Managing finances can be complex for anyone, but many attorneys face the unique challenge of irregular cash flow throughout the year. Unlike salaried employees who can depend on a steady income, attorneys may experience significant income fluctuations due to the varying nature of legal cases, distribution payments, and other financial structures in place. While this…
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Kids Headed to College? You May Want Them to Sign These Four Documents.
Estate planning isn’t often at the top of the priorities list when sending your kid off to college. Allow us to shake things up and bring it straight to the top, at least for some quick consideration. Here’s why: Once your kids turn 18, they are legally adults. Many areas of their life that were…
