How much cash do you need on-hand? How much is too much? See how we helped a BigLaw attorney set up a structured liquidity plan, balancing liquidity reserves with investment opportunities, and bringing her peace of mind in the process.
Taxes, Financial Planning
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.
Financial Planning, Firm, Career, Equity Partners
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.
Financial Planning, Debt, Taxes
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.
Career
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.
