It seems that being an attorney has been romanticized by Hollywood and John Grisham. However, while the law can be a very rewarding career, it isn’t without challenges. In this article, we are going to look at the top 5 financial and retirement planning challenges that attorneys face. 1. Late Start It takes a while to earn a bachelor’s degree. Then you must get through law school and the bar … [Read more...]
See A Sample Financial Plan
See A Sample Financial Plan
With a world of information at our fingertips, we can find reviews, history, product specifications, and more details than we’ll ever need about anything we want to buy. In other words, before making a major purchase, we can arm ourselves with information to make the best choice possible. While creating a financial plan is in a different category than buying a car or putting an offer on a home, … [Read more...]
Do You Know Someone Who Needs Our Help?
Do You Know Someone Who Needs Our Help?
Life doesn’t slow down for anyone, which means there is always plenty of change to keep up with. And when it comes to your money, there are two things that bring that change. First, the markets, which are volatile and confusing, can cause ups and downs in your savings. Second, life transitions and milestones can alter your priorities, causing you to reevaluate your strategies to make sure your … [Read more...]
What We Do And How We Can Help
What We Do And How We Can Help
The closer you get to retirement, the more the excitement builds. Unfortunately, questions and concerns can often grow too. You may find yourself wondering when to step away from work or if you have enough money saved to last the rest of your life. You might be curious about creating a Social Security or withdrawal strategy or worry about how a market downturn could change things for you. The … [Read more...]
Why I Became A Financial Advisor
Why I Became A Financial Advisor
Financial advising is in my blood—so much so that it wasn’t even really a question of whether or not I’d spend my life helping others with their finances. My father has been in the financial services industry since before I was born, and since we all know that in parenting more is caught than taught, I caught the finance bug, followed in my dad’s footsteps, and have never looked back. The … [Read more...]