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November 20, 2018
It’s college football season, which is my favorite time of the year. When football season rolls around I tend to make everything into a football-based metaphor – even retirement planning. In my last blog post I wrote about “the process” for lawyers to help build a strong financial future which centered on a couple of […]
January 25, 2022
It’s hard to believe that we’re at the beginning of another new year. Since ‘tis the season for making resolutions, I thought I would provide some ideas for helpful New Year’s financial resolutions for attorneys. Putting these tips into practice should help you get 2022 off to a strong start from a financial perspective. 1. […]
June 22, 2021
After meeting with your personal CFO and financial team, you have determined, as a private equity professional, that gifting carried interest fits within the scope of your long-term financial goals. You have reviewed future cash flows, potential income and estate tax savings, and the amount of estimated growth you are shifting to future generations. The […]
