Blog

Our recent event celebrating a new name and location - Creating Success Simply - gave us a chance to reflect on why we do what we do: Nothing brings us more joy that helping our clients live their best lives.

A fulfilling career is far more than just a money-making machine. Ideally, it’s emotionally and financially rewarding. So, when I’m advising clients on how to make the most of their careers, I draw on my experience as a CERTIFIED FINANCIAL PLANNER™ as well as on my good fortune to have discovered my own true calling.

The giving season is underway, with the holidays and year-end bearing down on us. So how can we transform one of the more stressful, and sometimes guilt-ridden, elements of the season into something more life-giving?

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 market turbulence is on the rise. Why the disconnect? Let’s take a look at five of the most familiar financial adages, and why they’re often much easier said than done.

Asset location is an often-overlooked part of the process, and while it may not be as important as getting your asset allocation correct, it can make a meaningful difference in your after-tax returns. Maximizing your after-tax return for a given asset allocation will increase the odds of achieving your goals.

Even for a successful attorney, it can be daunting when you face personal or professional transitions. Whether it’s in the form of an appealing new partnership opportunity, an untenable existing relationship, or simply a desire to try something new for a change, do you have what it takes to make the personal and financial most of a career move?