We help guide law firms, attorneys and their families
towards financial empowerment.
As with most other things in life, the key to achieving your long-term financial objectives is planning. Whether you own your own firm or are an attorney at a large firm or anything in between your situation is unique. Financial Planning is not a one size fits all, it’s a one size fits one.
Luckily you don’t have to do it alone.
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Being named as the executor of an estate is generally an honor but settling an estate can be a difficult and time-consuming job. This article provides an overview of typical executor responsibilities.
The road to retirement is typically not a smooth ride. This article looks at five potential risks that can slow progress along the way.
This article explains the basics of capital gains taxes when selling a home.
Credit may not be at the top of the list when it comes to retirement, but good credit can make a big difference for retirees. This article looks at some key factors that lenders consider.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.