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.
What if your “diversified” portfolio isn’t really diversified anymore? A modern approach may help high-income professionals protect and grow wealth more effectively in today’s market environment.
Financial media is entertainment. “Outperformance” is alchemy. BigLaw attorneys may see more value from investment hygiene—like smart rebalancing, cash management, and tax-aware strategies.
BigLaw attorneys are anxiously awaiting tax season, wondering if they’ll be hit with yet another surprise bill. If you earned a sizable bonus last year, the answer is probably yes. But why does this keep happening—and how can you avoid it in the future? Let’s break it down.
This is one of the 3rd rails of financial planning for attorneys. The debt you incurred during your undergraduate and/or law school years may feel enormous and can trigger very real emotional reactions. People don’t like to be in debt, and it often casts an ominous cloud over those that owe money to a lender. Those feelings are very real, very justified, and very normal. It is a good instinct to have to want to avoid getting into or staying in debt. However, there is a way to integrate your student loan repayment with your broader investment plan! Read on.
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.
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.
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.
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.
