Category: attorney specific
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5 Best Financial Practices for Attorneys During Uncertain Times
Clarity in Chaos: Securing Your Finances and Estate Plan in Uncertain Times The current climate is stressful, especially when you’re looking a bear market in...
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Secure Your Finances and Estate Plan in Uncertain Times
The current climate is stressful, especially when you’re looking a bear market in the face. Fiduciary wealth advisor and personal CFO Michael Evans breaks down...
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Attorneys: Are Your Emergency Funds Ready for a Recession?
It’s ironic. As an attorney, you’re constantly counseling clients on how to manage the never-ending curve balls that come their way. This leaves you precious...
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Attention, Attorneys: Cyberthieves Are Out to Get You
Young or old, wealthy or poor, online or in person … Nobody is immune from cyberthief scams and identity theft slams. For attorneys, the threat...
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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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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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Strategic Networking for Attorneys: Solve Your 3 Biggest Challenges
In a past piece, “Attorneys Aren’t Omnipotent,” we talked about how even super-hero attorneys can benefit from effective networking. That said, not just any old...
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Attorneys: Are You on the Right Financial Path?
As an attorney, you’ve probably been giving your all to your career, your clients, and your colleagues. 70-hour work weeks are the norm, as is...
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Attorneys: You Think Differently
What’s the worst that could happen? Your average person doesn’t worry so much about this question. Lucky them! As an attorney, you probably live by...
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Attorneys Aren’t Stupid
Last month, we covered how attorneys aren’t omnipotent, at least not all by themselves. At work and for your wealth, effective networking and team power...
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Attorneys Aren’t Omnipotent (and That’s Okay)
If you’re a thriving attorney, you may be the most powerful person on the planet when it comes to litigating or defending against malpractice suits,...
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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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