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  • Bad Advice from Your Law Firm Retirement Plan

    Bad Advice from Your Law Firm Retirement Plan

    June 12, 2019
    By Jon Meyer, CFP® Key Takeaway: Power funding a retirement plan through your law firm leads to options when you want to hang it all up. But it can also lead to a tax time-bomb. Knowing your options for the decumulation phase will lead you to different decisions today. Think before you act. ...
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  • How to Choose a Financial Advisor: 4 Questions You Should Ask

    How to Choose a Financial Advisor: 4 Questions You Should Ask

    May 14, 2019
    By Jon Meyer, CFP® Key takeaway: For many people, hiring a financial advisor is a bit like going to the dentist: You might feel like you need one, but you don’t relish the meetings. Tip the scales in your favor through a better understanding of how to evaluate true advice givers from ...
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  • How Do I Organize My Financial Life?

    How Do I Organize My Financial Life?

    March 25, 2019
    By Jon Meyer, CFP® Having an organized financial life can save you from a lot of stress. It can also let you see your financial situation more clearly—and that can help you make better decisions about your money. So how do you get started? Since so much of our life is online nowadays, you ...
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  • 100-Year Thinking: Families Strategically Helping Each Other Through the Generations

    100-Year Thinking: Families Strategically Helping Each Other Through the Generations

    March 4, 2019
    Generation wealth doesn’t just have to mean the next generation. Thinking of your legacy in a 100-year time frame will change your strategic planning dramatically.
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  • 15 Minutes to More Savings in 2019: Review Your Retirement Plan Contributions

    15 Minutes to More Savings in 2019: Review Your Retirement Plan Contributions

    February 8, 2019
    By Jon Meyer, CFP® Key takeaway: Spend 15 minutes at the beginning of the year increasing your savings across all your retirement accounts and health care plans so that you can maximize your net worth. One way to continually improve your nest egg is to always spend 15 minutes at the beginning of ...
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  • Don’t Talk About Money? Why You Should Open Up with Friends and Family

    Don’t Talk About Money? Why You Should Open Up with Friends and Family

    December 12, 2018
    By Ashely Reiter, CFP® Key takeaway: We’ve all been taught that talking about money is a no-no, but it really should be a yes-yes. Opening a conversation with our friends and family can be an act of vulnerability, but it can also help us see their lives—and our own—more realistically. We’re taught ...
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  • Get a Dash Cam (and Install It)

    Get a Dash Cam (and Install It)

    October 3, 2018
    By Ashely Reiter, CFP® Key takeaway: Consider how to reduce your risks proactively and you can save a lot of time and money. Even when an accident happens, risk reduction techniques—like dash cams—can take away a lot of anxiety. I was in a minor car accident a few weeks ago. I accelerated ...
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