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The Women’s Guide to Financial Independence

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Estate Planning Financial Planning Tax Planning

Estate Planning Essentials: Leveraging Strategic Tools for a Lasting Legacy
- Brett Horowitz
Creating a comprehensive financial plan isn’t just about maximizing returns or minimizing taxes—it’s about building a legacy that lasts for generations. At the core of any robust financial plan lies a strategic approach to estate planning, utilizing tools like Transfer on Death (TOD) designations, wills, trusts, and strategic account ownership structures. While we don’t draft…
Estate Planning Financial Planning

Navigating New Horizons: A Legal Professional’s Financial Guide to Major Career Transitions
- Marcos A. Segrera
You’ve worked through law school and various phases of professional development—climbing the ladder, so to speak. With your hard work paying off, you may be presented with opportunities to transition to a new firm or partner-level role—which can have a major impact on your finances. And as a legal professional, there are unique opportunities, structures, and…
Financial Literacy & Fundamentals

Lagniappe: Some Final Takeaways
- Harold R. Evensky
The following is an excerpt from Chapter 23 of Hello Harold written by Harold Evensky. It has been adapted and edited for easier digital reading. I couldn’t resist using one of my favorite words—lagniappe. It means a little something extra given at no cost, somewhat like the thirteenth doughnut in a baker’s dozen. Because there…
Market Insights

3 Market Considerations Heading into 2024
- Marcos A. Segrera
As we wrap up 2023, I want to discuss 3 points that are on my mind—and seemingly on the minds of folks like you: inflation, interest rates, and cash. As usual, the crystal ball is broken, but that won’t stop us from approaching things thoughtfully and with goals in mind. 1. Inflation: the next decade…
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…
Retirement Planning Tax Planning

Often Underestimated Retirement Assumptions
- Roxanne Alexander
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…