Financial Planning
Matt Smith
Beyond the Plan: 30+ Ways We Managed BigLaw ...

Why is a one-time financial plan not enough for BigLaw attorneys? We break down over 30 real-world projects from Q1 2026 to show why ongoing planning is vital.

Beyond the Plan: 30+ Ways We Managed BigLaw Wealth in Q1 2026
Taxes, Financial Planning
Matt Smith
The 2026 BigLaw Tax Guide: Bonuses, Backdoors, ...

Why does the IRS take such a huge chunk of your bonus? We dive into the 2026 tax changes every Big Law associate needs to know.

The 2026 BigLaw Tax Guide: Bonuses, Backdoors, and the $40k SALT Cap
Financial Planning, Firm, Career, Equity Partners
Matt Smith
BigLaw and Advisory Fees: Announcing Flat-Fee ...

We’ve updated our fee structure to better serve the unique needs of BigLaw attorneys. By moving from Assets Under Management (AUM) to a flat fee, we reduce conflicts of interest and price based on complexity, not just your portfolio size. Here is why this matters for your wealth.

BigLaw and Advisory Fees: Announcing Flat-Fee Pricing
Financial Planning, Debt, Taxes
Matt Smith
The Fed Cut Rates. Here's How It Really Impacts ...

Have you noticed an uptick in ads for high-yield savings accounts and mortgage refinancing? It's no coincidence. The Federal Reserve's recent rate cut has kicked marketing into high gear. But before you act, understand the hidden tax implications of HYSAs and explore the powerful opportunity that mortgage refinancing presents for homeowners. This guide breaks down what you need to know.

The Fed Cut Rates. Here's How It Really Impacts Your Wallet.
Career
Matt Smith
Case Study - Navigating the First Year of ...

New equity partners often face higher expenses and unpredictable income—right when they’re making permanent financial decisions. Here’s how one attorney got ahead of the stress with a thoughtful financial strategy.

Case Study - Navigating the First Year of Equity Partnership

Disability Insurance

Five Things I'm Checking in Every BigLaw Client's Plan This Summer

Five Things I'm Checking in Every BigLaw Client's Plan This Summer

BigLaw careers require immense sacrifice, yet many attorneys leave their wealth exposed to invisible risks. Discover the 5 critical areas we are auditing this summer to ensure our clients' financial plans can withstand a crisis.

Case Study: Electing Employee Benefits for a BigLaw Family

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.