As we’re well into spring, with summer just around the corner, I’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 cold again, then some

Can you believe a quarter of the century is in the history books? As Terry Pratchett said, “inside every old person is a young person wondering what happened.” What does this have to do with investing? Everything. The chart below

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

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’ll come up with a single number

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

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’re

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. And