Boca Raton Wealth Management

As a BigLaw partner, the demands of client work often leave little time for your own personal financial planning, so it’s not uncommon to feel underprepared when it comes to retirement. The good news is, we can help. Just as your clients rely on your expertise to make critical decisions, you can rely on us to guide your own retirement planning. Through our experience working with many BigLaw partners preparing for or currently in retirement, here are six key areas to consider. Clarify Your Idea

When your Restricted Stock Units (RSUs) vest, you’ve already earned the money. Now it’s time to think strategically about managing risk, not proving loyalty. For many professionals, that moment can feel like a vote of confidence, and it’s tempting to treat those shares as something to hold onto. But for most people, the smarter default is to sell. RSUs Are Compensation Let’s begin with a mindset shift. RSUs are not a gift, or a bonus; they are a form of compensation, just like a paycheck or a y

Equity compensation can quietly transform your balance sheet, especially if you’ve been at a successful company for a long time. Over the years, RSUs vest, stock options accumulate, ESPPs build, and suddenly, a single company represents a huge percentage of your net worth. For many professionals who are nearing retirement or major life transitions, this raises an uncomfortable question: “Am I too concentrated in company stock and what do I do about it?” Let’s talk through how to assess concentr

Part of aging is accepting that any one of us may face mental or physical health challenges along the way. When a serious diagnosis like Alzheimer’s or Parkinson’s occurs, it can feel overwhelming. For the family, too, this moment is significant. It doesn’t just involve planning for the individual with the diagnosis; it also means needing to protect and inform the entire care system. A well-organized incapacity plan can offer legal protection, clarity, control and emotional steadiness during un