Financial Planning

lifestyle creep

3 Tips to Help Junior Partners Avoid Lifestyle Creep

Lifestyle creep, or lifestyle inflation – when expenses rapidly rise to match newfound income – ensnares countless newly minted partners. ...

charitable giving

Charitable Giving for the High-Net-Worth Individual

Charitable giving is an important part of life for many clients. Whether donating money or property, dedicating time and effort, ...

Teaching Finance: Rachel Haberman’s Journey from Teacher to Aspiring Financial Advisor

Rachel Haberman is a senior advisor associate in the firm’s Madison, WI office, providing advisors and clients with an enhanced ...

private equity

Transfer Planning for PE Partners Using a “Carried Interest” Option

As a partner in a private equity (PE) firm, you have a financial interest in the fund that comes in ...

prepare spouse manage finances

Planning Ahead: Preparing a Spouse or Partner to Manage Your Finances

Introduction It’s not uncommon in a relationship for one partner to handle most of the finances and for the other ...

integrated business plan

Why Business Owners Need an Integrated Business Plan to Manage Their Finances

Business owners spend years building their business into something that not only represents their passion and interests, but also is ...

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