By Patrick Amy The new tax law enacted in late 2017 extended the use of 529s to include not only secondary education, but K-12 as well. This potentially provides some tax savings opportunities for parents (or others) who need to determine if using a 529 makes sense...
By Lucas Bucl Many of us have heard the classic Wall Street adage of “Sell in May and Go Away”. Every year about this time, financial media and stock market pundits often reference the strategy as a warning about the potential of depressed stock market returns during...
We used to think of financial success as a three-legged stool: Pensions, government benefits like Social Security, and personal savings. Today, pensions for many of our clients are rare, and government benefits have the potential to diminish as a percentage of...
By Patrick Amey Congratulations, you have been named a partner at your law firm! If you’ve joined a big 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, and why you quietly and...
By Joni Lindquist The human brain is amazing. Yet we still are learning about how it really works. In his book, Thinking, Fast and Slow, Daniel Kahneman outlines in simplistic terms how our complex brain works and in doing so gives us an understanding of how it can...
