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3 Key Financial Planning Topics for New Firm Partners

By Patrick Amey Congratulations, you have been named a partner at your law firm.  If you have joined a big law firm, this may have been your goal from Day One, the reason you sacrificed nights and weekends to bill 2,000-plus hours each year, the reason that you have...

5 Questions to Ask A Prospective Financial Planner

What to look for and what’s not important If you are shopping for a financial planner, you need a good checklist of questions to ask. You want someone who works for clients like you – and who is financially wise.  If you are looking for an individual or firm to manage...

6 Tips to Increase your Emotional Intelligence

By Joni Lindquist Emotional Intelligence (EQ) is the ability to be aware of your own emotions, the emotions of others, and then use this information to manage yourself to build strong relationships.   While you need to be technically proficient at what you do –...

What One Skill Do You Want to Improve in 2017?

By Joni Lindquist As we head into the New Year, it’s always a great time to reflect and set new goals.  I’m not a big fan of resolutions, but I do believe having goals helps people get motivated and stay focused.  It gives them a challenge or purpose. In the interest...

Financial Planning Guidelines for Couples

By Lucas Bucl When it comes to juggling the many tasks of our daily lives, couples tend to adopt a division of labor.  And while all couples and families differ, the “divide and conquer” method may be the most efficient.  However, it is vital that both partners...