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Financial Planning For Lawyers: What You Should Know

Posted by Lyn Dippel, JD, CFP® on February 25, 2021
Attorneys face unique financial planning challenges for a variety of reasons, such as their typical savings and income levels, insurance requirements, and more. This is why it’s essential to understand the key factors that financial planning for lawyers must ...
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Topics: Financial Planning

Roth Conversion Strategies: Everything You Need To Know

Posted by Jim Kantowski, CFP®, CPA on January 26, 2021
Finding opportunities to reduce the amount of tax you pay is an integral part of financial planning. Converting your investments from an Individual Retirement Account (IRA) to a Roth IRA is one way to potentially decrease your tax burden.
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Topics: Financial Planning

Top 5 Problems With Financial Advisors

Posted by Bill Hufnell, CPA, CFP® on January 25, 2021
When it comes to managing your money, you need a financial advisor who understands your current situation, as well as your future goals. You must be able to trust that person to help you make the best possible decisions for you and your family. ...
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Topics: Financial Planning

Why Do Interest Rates Change? 3 Key Factors

Posted by Yvonne Talbott Scoggins on December 17, 2020
Nothing in life is free, as the saying goes—and that includes borrowing money. Fortunately for consumers, interest rates (the cost of borrowing money) have been low for the past decade and are likely to
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Topics: Financial Planning

High Net Worth Retirement Planning: The 4-Step Guide

Posted by Billy Hufnell on December 16, 2020
For high net worth individuals, the perspective around retirement tends to shift from concerns about whether you’ll be financially secure in your golden years to how you can manage your investments, taxes, cash flow, and charitable affairs in the best possible ...
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Topics: Financial Planning

“What Is My Liquid Net Worth?” Here’s How To Calculate It.

Posted by Billy Hufnell on November 30, 2020
Even if you’ve never considered it before, “What is my liquid net worth?” is a question worth asking. Understanding your current financial situation is essential to determining how you’ll reach your future objectives—for example, whether you’ll have enough money ...
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Topics: Financial Planning

Can Married Couples Combine IRAs?

Posted by Jim Kantowski, CFP®, CPA on November 19, 2020
Most married couples today choose to combine their finances for simplicity’s sake and to work towards one common goal. (Although, if your spouse has ever asked you to cut back on your online shopping, you may wish you had a separate bank account!) In all ...
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Topics: Financial Planning

Widow Financial Planning: 4 Key Steps To Follow

Posted by Jim Kantowski, CFP®, CPA on November 12, 2020
Losing a spouse can be devastating. Not only does this life-changing event take a significant emotional toll, but it also creates uncertainty around financial matters. As a widow, the financial planning process in particular may seem overwhelming, leaving you ...
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Topics: Financial Planning

Fiduciary Vs. Non-Fiduciary: What’s The Difference?

Posted by Billy Hufnell on October 08, 2020
Your financial advisor’s advice can make or break your plans to reach objectives like early retirement or passing wealth down to your children. You need to know that your advisor is not only an expert in their field, but that they also have your best interests at ...
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Topics: Financial Planning

How to Build a Crisis-Ready Portfolio

Posted by Jim Kantowski, CFP®, CPA on May 20, 2020
Over the last 20 years, we have endured three crises that have impacted our lives and our portfolios: the Tech Bubble, the Housing Bubble and Crash of 2008, and now COVID-19. We are often asked what to do during times like this, but the reality is that your ...
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Topics: Financial Planning, Investment News