Financial planning isn’t just about restraint. Sometimes the most powerful thing a planner can do is say, “Yes, you can enjoy this.”
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.
Investing
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.
Investing
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.
Taxes
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.
Debt
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.
