Going Solo: What to Think About With Your Finances

This video discusses important financial strategies and pitfalls for individuals considering starting their own law practice. We discuss the need for a substantial emergency fund, adequate insurance, retirement planning, and provide insights into these key considerations for solo practitioners.

Reading a Credit Card Statement & Avoiding Paying Interest

This video guides you through reading your credit card statement, addressing FAQs about balances and payments. We use a sample statement to explain terms like previous balance, payments, purchases, and minimum payment. We stress the importance of paying off your balance to avoid interest charges and clarify APR’s role in interest costs. Watch for a complete understanding of credit card balance management.

Does Net Worth Matter?

In this video, Ian Murray from Sidebar Advisors explains why net worth matters, even if your net worth is zero. If you’re curious about your own net worth or eager to enhance it, reach out to Ian for expert guidance.

Optimizing Social Security Strategic Insights for Women Lawyers

Join Niraj Chhabra from Sidebar Advisors as he delves into Social Security distribution strategies tailored for women lawyers. Discover how to maximize your retirement potential by understanding the intricacies of Social Security benefits and taking gender-related factors into account. Explore the advantages of delaying Social Security and gain valuable insights into managing the early retirement years without it. Uncover practical tips on coordinating benefits with spouses and ex-spouses and even leveraging an ex-spouse’s Social Security.

Feel free to reach out if you have any further questions.

SECURE Act 2.0 - Key Changes

A few weeks ago, SECURE Act 2.0 became law. Here’s a quick synopsis of some of the highlights. If you want to discuss this further, please do not hesitate to reach out.

Feel free to reach out if you have any further questions.

Roth Conversion

I’ve been discussing Roth Conversions with my clients for the last few months.

They can be a great way to take advantage of a down market.

If you’re interested in learning more, I recorded a short video on their benefits and how they work.

Be sure to discuss this with your accountant before converting!

Feel free to reach out if you have any further questions.