Financial planning tips for lawyers In a year that will go down as one of the most unpredictable years many of us have experienced, Financial Planning Month – October – is a good time to review your plan and take some practical steps to ensure you are well prepared for the year ahead.
Questions for your advisor: Setting your financial goals (Part 2) After settling on an advisor you feel you can work with, it’s time for you to get down to the business of setting financial goals.
Questions to ask your advisor: Finding someone you can work with (Part 1) After settling on an advisor you feel you can work with, it’s time for you to get down to the business of setting financial goals.
When should a lawyer get an advisor “It’s never too early to get a financial advisor,” says Dawn Marchand, Chief Executive Officer of Lawyers Financial. She adds, “professional advice will help you to both build and protect wealth as you move through your career.”
Three truths women can’t ignore Meghan Hicks, a Lawyers Financial Advisor in Kelowna, British Columbia, helps many female lawyers manage their finances and plan for the future.
Families adjust financial values in the new normal Many families have been facing a new kind of financial reality. From loss of income, to changing the way we work, to thinking about priorities, the conversation about money is changing.
Is Robo-Advice right for you? The allure of a set-it-and-forget-it, simple, low-cost way to invest has led to explosive growth for robo-advisor platforms.