Financial Planning

Filters
planning partners law

Planning Challenges for Rising Partners at Top Law Firms

Attorneys at the largest, most selective law firms work in a rarefied space. They serve leading companies, advise top officials, ...

advisor designations

Advisor Designations and What They Mean

When looking for a financial advisor, you’ve probably noticed the “alphabet soup” of letter combinations that can follow an advisor’s ...

divorce

Financial Awareness and Divorce

I have been approached by many matrimonial attorneys, therapists, and divorce coaches who ask me to help their clients with ...

tax savings qsbs

The Powerful Tax Savings of “Qualified Small Business Stock”

IRC Section 1202 provides one of the most powerful tax benefits in the U.S. Internal Revenue Code (IRC) to entrepreneurs ...

QBI

Qualified Business Income (QBI)

Deduction May Create New Planning Strategies for Some Business Owners The Tax Cuts and Jobs Act of 2017 introduced a ...

retirement calculator

Retirement Calculator Test Drive: Which Will Work Best for You?

Estimating Your Retirement Needs with an Online Calculator Beginning the process of making retirement contributions is a big step for ...

private equity

Estate Planning Opportunities for Private Equity Partners

As a founder of a private equity (PE) fund, you are likely more interested in sourcing new deals and successfully ...