Financial planning isn’t just about restraint. Sometimes the most powerful thing a planner can do is say, “Yes, you can enjoy this.”
Allegory of Tariffton: Tariffs, Debt, and the Family Budget
Case Study - Navigating the First Year of Equity Partnership
BigLaw Attorneys: A Case for Portfolio Modernization
BigLaw Attorneys: It's Just Entertainment
Case Study - BigLaw Career Planning
BigLaw Attorneys: Life Insurance - Scams and the Real Deal
Life insurance can be an essential tool for financial security, but many BigLaw attorneys dismiss it due to aggressive sales tactics and/or based on a vague understanding of their benefit at work. Here’s what you need to know about term vs. whole life insurance and whether you need additional coverage beyond your firm’s benefits.
Case Study - Estate Planning for All
Most young families assume they don’t have an “estate” to worry about yet. Kids will be taken care of by family or close friends if something happens; loved ones would tell the doctors what they would want if they couldn’t speak for themselves — but without legal documents, the state may decide instead. This couple changed that.
BigLaw Attorneys: Estate Planning is Relevant, Whether You Know it or Not
Case Study - BigLaw Life and Disability Insurance Needs
BigLaw Attorneys: Your Firm's Disability Policy is Likely Not Enough!
Case Study - Optimizing and Coordinating 401k and HSA Accounts
BigLaw Attorneys: Reduce Taxes Through "Asset Location"
Case Study: Setting Up Liquidity Tools for a BigLaw Attorney
BigLaw Attorneys: Financing versus Paying Cash
Case Study: Estimating and Planning for Bonus Taxes
Of Fees and Friends
Today, I had lunch with an old friend. Our conversation quickly centered around some of the things we are dealing with within our respective families, conversations that many of our contemporaries can probably identify with when it comes to aging parents.
We both acknowledged that we have arrived in that time of our life, and I mentioned that I see it within my client base as well. Things are changing, and people our age are finding themselves becoming more involved in the care of their parents, or even siblings, and it’s happening as Hemmingway put it, “Gradually and then suddenly.” ***
Case Study: Electing Employee Benefits for a BigLaw Family
Choosing employee benefits can feel overwhelming, especially when both spouses have options. Errors or missed opportunities can compound when somebody spends time making choices once and then continues with the same choices year after year. See how we helped a BigLaw attorney’s family optimize health insurance, HSA contributions, and insurance coverage.