Financial Planning

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Thinking of Engagement? 15 Financial Questions to Ask Before Getting Married

When two people who are both professionals consider getting engaged and married, it is imperative that they first consider their ...

risk tolerance

Understanding Risk Tolerance

There is always something to be uncertain about and one does not have to look very hard to find negative ...

divorce

How To Financially Prepare for Divorce

You are divorcing. You have a million things to think and worry about. Your divorce professional (whether it be a ...

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 Literacy and Divorce

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