As we 8217 re well into spring with summer just around the corner I 8217 ve been thinking about the weather as it seems particularly fickle this year A few days of cold and rain a day of sun then

Can you believe a quarter of the century is in the history books As Terry Pratchett said 8220 inside every old person is a young person wondering what happened 8221 What does this have to do with investing Everything The

As a financial advisor to lawyers one of the most common and often most controversial financial planning topics I cover is whole life insurance sometimes known as universal life Over the years I have reviewed dozens upon dozens of such

You ve undoubtedly heard of the proverbial average family with 2 5 kids Some families have no kids at all some have two some have 10 Put them all together and find the average and you 8217 ll come up

I ve recently had several clients ask me to speak to their kids about money and investing nbsp Anticipating both limited time and limited attention spans on behalf of the kids of course I spent a lot of time thinking

While April 15 this year is no longer Tax Day which has been pushed to July 15 it is still a good time to highlight just one of the reasons why tax loss harvesting makes so much sense If you

As a lawyer your financial situation likely differs from many others in the working world including other professionals Your years of schooling came at a significant cost Many lawyers come out of school with debt of well over $100 000