What if the richest family in town decided to grow their own food and build their own tools—just to avoid paying the grocery and hardware store? This parable helps unpack the real-world logic of tariffs, national debt, and generational trade-offs.
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
BigLaw Attorneys: Your Firm's Disability Policy is Likely Not Enough!
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
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.
BigLaw Attorneys: Optimizing Your Benefits at Work
Case Study: How We Identified a $30K Tax Filing Mistake for a Client
Case Study: Making Tax Filing Easier for BigLaw Attorneys
BigLaw Attorneys: Planning for Student Debt, Part 2
There are scenarios in which it may make sense to focus on other financial priorities as you pay down your debt on its regular schedule, without adding additional payments to pay it down faster. The biggest factors to consider will be the types of loans you have, the interest rates, and the status of some of the financial priorities below:
Case Study - Relieving Cashflow Anxiety for BigLaw Partners
Polly Partner, an equity partner at a BigLaw firm, was stressed about tight cash flow despite a high income. Her firm’s complex compensation structure made financial planning challenging. See how we simplified Polly’s finances and provided her family clarity, confidence, and a sustainable strategy moving forward.