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Career
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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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My First Big Paycheck is Finally in the Bank – Now What?
Recently I have been talking to clients’ children or grandchildren who have just graduated from college and are starting their first jobs as professionals. Some starting salaries can easily be in the low six figures depending on the profession, so a road map that covers how and where to start saving can be beneficial in…
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Insurance Can Make or Break Your Financial Plan (Property & Casualty)
You could be one bad accident, storm or lawsuit away from disaster unless you have the right insurance. From umbrella to uninsured motorist, flood and excess liability, it could take a few different types of policies to get the job done. Having the correct property and casualty coverage is critical when it comes to…
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What is a 3(38) Investment Manager?
Does Your Retirement Plan Have a 3(38) Investment Manager? What is a 3(38) Investment Manager? A 3(38) Investment Manager is an investment fiduciary on a retirement plan as defined by ERISA (Employee Retirement Income Security Act of 1974) section 3(38). The 3(38) is responsible for selecting, managing, monitoring, implementing, and benchmarking the investment offerings of…
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Untangling Your Finances When You Divorce: Don’t Forget These Important Details | Part Three | Taxes & Financial Planning
Filing Taxes as Single Can Take a Toll Your tax-filing status will be your status as of the end of the year. This may cause your taxes to increase or lead to additional liability. If you are a W2 employee and have been withholding for most of the year based on being married, you may…
