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.

You may be able to leverage your retirement plan contributions to lower your annual income, while also taking advantage of the QBI deduction and score some significant additional tax savings as a “reward” for doing something you’d love to be doing anyway: saving for retirement.

If you would never tackle a major home improvement as a DIY project, why would you do it with your financial future? Yet, we see it all the time: families with a CPA, insurance agent, attorney - all working independently of each other.

No matter how the 2017 Tax Cuts and Jobs Act (TCJA) may alter your tax planning, we’d like to believe one thing will remain the same: With or without a tax write-off, many Americans will still want to give generously to the charities of their choice. After all, financial incentives aren’t usually your main motivation for giving. Enter the donor-advised fund (DAF) as a potential tool for continuing to give meaningfully and tax-efficiently under the new tax law.

Want to get a jump-start on 2018? Here are ten financial best practices to energize your wealth management efforts. Start with save like crazy today for a better retirement tomorrow.

Creating a personalized balance between a safe and satisfying retirement rarely happens by accident. Crafting and maintaining your optimal retirement spend-down plan is an art and a science, balancing two opposing goals to generate one ideal lifestyle.