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Strategic Networking for Attorneys August 20th
Our third exclusive session of the Cogent Attorney Network Meeting, held in conjunction with Amata Law Offices, will be held on Tuesday, August 20th at...
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August 9, 2019: Lunch & Learn with the Cogent Team and Larry Swedroe
Our next Cogent Conversation for high-achieving professionals will be held on Friday, August 9th at Cogent Offices. This lively and interactive event features a panel...
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Are Your Household Finances a Ticking Time Bomb?
Managing a household is challenging enough without having a time bomb in your basement. You ignore it as best you can, but it’s probably causing...
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Cogent and Buckingham Strategic Partners: The Right Fit for Your Wealth Management
When it comes to financial service providers, good balance is hard to find. Hire a huge conglomerate, and you risk becoming just another row on...
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Meet Cogent’s New Client Relationship Specialist Liz Winkle
If there’s one thing we love, it’s a sense of adventure. We’re also fond of familiar faces. On both counts, we’re delighted to welcome Elizabeth...
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What’s Missing From Your Financial Experience?
In the course of our business, we talk to a lot of people about their financial experience so far. You know what we often find...
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Are Your Retirement Dollars Being Trimmed by Taxes?
If you’re an attorney or similar high-end professional earning $400,000+/year, let’s face it: Your basic tax-advantaged retirement contribution limits won’t cut it. If you max...
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You Are Not Average – Your Liability Coverage Shouldn’t be Either
In the game of Monopoly, it’s a bit of a bummer if you land on the “Do Not Pass Go, Do Not Collect $200” square....
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Does Strategic Wealth Management Include Mutual Funds?
Every year, Dimensional Fund Advisors analyzes the mutual fund landscape to find out how many funds outperform benchmarks after costs. Upon analyzing thousands of funds,...
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Does Money Buy Happiness?
There’s a cliché that money can’t buy happiness. Is that true? Thanks to research from Nobel Prize-winning economist Daniel Kahneman and Angus Deaton, authors of...
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Substantial New Tax-Break Options for Business-Owning Attorneys
A Timely Tip for Business-Owning Attorneys: How the TCJA Can Help You Plan for Retirement Let’s take a little journey today, you and I, to...
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What’s the Financial Plan for Your Aging Parents?
Sooner or later, it happens in almost every family: Your parents are aging, and developing a few health issues. You’d like to be able to...
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