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You’re Never Too Young (or old) to Have a Bucket List
Start with a Bucket List, Finish with Financial Planning Last summer, my son came home from a sleepover at his grandparents’ house and handed me...
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6 Financial Best Practices for 2019
So, are you ready to get a jump on 2019? Around this time last year, we shared a list of 10 financial best practices for...
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Attorney’s Estate Plans: One Big Hurdle, 5 Key Documents
If there’s one thing every attorney knows, it’s how important legal documents can be. One missing signature or misplaced word can throw an otherwise solid...
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Kelly Stanley: Creating a Fulfilling Career With a Little Luck and a Lot of Planning
As we’ve covered before, most people’s human capital – their career – contributes at least as much to their financial goals as their investments ever...
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Your Guide to Holiday Giving
The giving season is underway, with the holidays and year-end bearing down on us. So how can we transform holiday giving from one of the...
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5 Financial Adages for Thriving in Volatile Markets
Sometimes the best, most rigorously developed financial advice is so obvious, it’s become cliché. And yet, investors often end up abandoning this same advice when...
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Why Asset Location Makes a Difference in Your Portfolio
The first decision you make with respect to your portfolio is its asset allocation, or the mix of stocks and bonds. This initial step is...
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Making the Most of Attorney Career Transitions
If ever there were a group of individuals who seem well-suited to respond quickly to changing times, it would be attorneys with high-end careers. After...
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How Do You Create Success Simply…in Challenging Markets?
Congratulations. You’ve done an amazing job as an attorney, pro-athlete or similar high-end professional. You’re still hard at work, but the rewards are finally rolling...
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Have You Learned the ABCs of Educational Investing?
With school back in session, many parents are likely thinking about how best to prepare for their children’s future college expenses. Now is a good...
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Find Your Happiness Equation While Investing Money
To say that “money isn’t everything” is more than a cliché. Studies in the early 1970s demonstrated that a sense of well-being, or happiness, had...
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