A “How To” Guide to Retirement Savings for the Self-Employed
In the past, I’ve received calls from clients who had already retired but decided to get back into the game …
A Summer Internship at Wealthspire Advisors
Written and compiled by 2023 Summer Marketing Intern Juliana Tabback For several years now, Wealthspire Advisors has hosted an 8-week …
The Top 5 Medicare Mistakes
Written in partnership with Chapter Medicare Medicare can be quite daunting. There are thousands of supplemental plans, many different enrollment …
Financial Moves for New Parents: A 5-Point Checklist
Becoming a parent is an exciting phase in life’s journey. Suddenly, you’re responsible for another tiny human being. Amid the …
First Time Homeowners: Have You Thought of Everything?
My wife and I purchased our first home seven years ago, which was not nearly as fun as an episode …
Understanding Capital Accounts and Draw Accounts: A Guide for Newly Elected Big Law Partners
As you embark on this exciting new chapter in your legal career, it is essential to familiarize yourself with the …
Navigating Healthcare Plans: A Guide for New Law Firm Partners
As you embark on this exciting chapter of your legal career, it’s crucial to make informed decisions regarding your healthcare …
Important Documents to Prepare in the Event of an Evacuation
Natural disasters are unpredictable, and evacuation notices can sometimes come so quickly that it leaves us little time to prepare …
Empowering Athlete Families During the Early Years
The early years of a successful athlete’s career are a thrilling time for both the athlete and their families. Change …
Estate Planning Considerations for Top Law Firm Partners
For many partners at top law firms, their earnings represent the first time in that person’s family history that such …
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 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, …
6 Estate Planning Tips for Pet Owners
For many of us, our pets are beloved members of our families. They bring companionship and happiness, and like our …
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 …
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 …
4 Benefits of Hiring an OCIO
What Can an OCIO Help With? While hiring an Outsourced Chief Investment Officer (OCIO) may seem like it has a …
Financial Check-Ups: Monthly Activities to Help You on Your Financial Journey
As you continue on through what has hopefully been an exciting start to the year, it’s important to check in …
Money Dates: Financial Considerations When You Combine High-Income Households
As advisors, we know that money is a leading cause of friction in many relationships, but it doesn’t have to …