The possibility of a government shutdown seems to be looming over us again, and that leaves many of us wondering what impact it could have on our financial future. Amid the uncertainty, it's natural to be concerned about how a shutdown could affect your investments. In this blog, … Read More
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Law Firm Owners
You’ve worked hard to build up your practice. You have been saving diligently over the years and built up a sizable portfolio. You love what you do, but you are getting frustrated with the legal profession. One day, you would like to start cutting back and spending more time with family.
You’ve worked hard to build up your practice. You have been saving diligently over the years and built up a sizable portfolio. You love what you do, but you are getting frustrated with the legal profession. One day, you would like to start cutting back and spending more time with family.
But you have some big questions. Will you have enough money to retire? How can you get caught up and on track? Can you use your law firm to fund your retirement? Will one of your associates be able to take over the practice? We can help you.
Realtors
As a successful realtor, you’ve sold a lot of homes. But you have bigger financial goals. But unlike other professionals, you do not have a firm retirement age in mind. You like what you do, and you plan to work as long as you can.
As a successful realtor, you’ve sold a lot of homes. But you have bigger financial goals. But unlike other professionals, you do not have a firm retirement age in mind. You like what you do, and you plan to work as long as you can.
For you, retirement is about achieving a work optional lifestyle. You are focused on creating passive income from real estate and other sources so you can enjoy financial freedom. We can help you create a financial plan to achieve and secure financial freedom for yourself and your family.
Retirees - Near Retirement
As you approach retirement, you have a lot of ideas about the future. But you have some big questions too. Do you have enough to retire? Will your portfolio last through retirement and the stock market’s ups and downs? Are your investments allocated properly? When is the right time to take social security or pension benefits? How do you turn your investments into dependable income?
As you approach retirement, you have a lot of ideas about the future. But you have some big questions too. Do you have enough to retire? Will your portfolio last through retirement and the stock market’s ups and downs? Are your investments allocated properly? When is the right time to take social security or pension benefits? How do you turn your investments into dependable income?
These are difficult questions, and you know you can’t answer them alone. We specialize in helping people just like you.
Demystifying Cryptocurrencies and Blockchain: A Guide for Investors
Cryptocurrencies have emerged as one of the hottest investment opportunities in recent years, but their underlying technology, blockchain, remains mysterious to many. If you're curious about cryptocurrencies and blockchain but find them confusing, you're not alone. In this guide, … Read More
Rethinking the Business of Law: Secrets to Law Firm Success with James Crawford (EP 26)
Are you a law firm owner looking to take your practice to new heights? Struggling to strike a balance between the practice of law and the business side of things? Look no further! In this eye-opening episode of The Lawyer Millionaire Podcast, host Darren Wurz sits down with James … Read More