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Creating Success Simply: Recipes for today and the future
Join us as we share an evening of relaxation, brilliant recipes, tips for easy holiday entertaining and great connections. This November 15th Chef Patrick Murphy,...
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Financial Planning for Attorneys: 3 Steps Toward Greater Goals
Let’s begin with an analogy. Say you have three children. Now, imagine someone asked you which one was your favorite. You couldn’t possibly answer that,...
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9 Ways to Find Financial Simplicity
“Too often, a vast collection of possessions ends up possessing its owner.” – Warren Buffett, GivingPledge.Org It’s wonderful to have a meaningful career, a fulfilling home...
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Top 10 Elements of Good Financial Planning to Act on Now
There is no shortage of receptacles clamoring for your money each day. No matter how much money you have or make, it could never keep...
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Retirement Income Planning: The Art and Science of Enjoying Lifelong Wealth for Attorneys
As many families as there are in the world, that’s how many ways there are to transition through the various phases in your life –...
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5 Long-Term Investment Lessons to Stay Global
Since the financial crisis of 2008, U.S. equities have earned substantially higher returns than international equities. Ken French’s data shows that the U.S. equity market has earned...
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Do You Have Investment Strategies That Factor Risk From Your Stellar Career?
Connecting Your Career with Your Financial Capital Part 4: Quantifying the Worth of Your Wealth Welcome back to our multipart series on how to balance...
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Markets Rewarding Discipline
Major market events lead many investors to wonder whether they should make adjustments to their portfolios. Even though these events feel frightening in the moment...
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What Exactly Is the Yield Curve?
The yield curve is flattening (or growing steeper)! … Yield curve spreads are widening (or narrowing)! … The yield curve has inverted (or normalized)! Headline-grabbing...
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How Much Do You Need to Save for Retirement?
When thinking about how much to save for retirement there are two factors to consider. When you start saving and how much you earn. Begin...
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Protecting an Attorney’s Greatest Financial Asset: Disability Insurance
If there’s one thing you learn early on as an attorney, it’s how to minimize life’s risks. You’re trained to sniff out risks buried in...
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Sending Students to College? Insurance and Other Important Issues
Sending a student away to college is the bridge between childhood and independence. I need to avoid being the cobbler with no shoes, because for...
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