April 19-25, 2021

In case you were busy enjoying some mid-April sunshine, here are a few posts you may have missed from me on LinkedIn. Let me tell you a surprising hobby that changed my life and how credit cards affected me early on.

April 12-18, 2021

What did you miss on LinkedIn last week? How about the time I mistakenly produced privileged documents or some of the things folks have added during the pandemic?

I am often the first financial professional my clients talk to, but very rarely am I the last. As your assets grow and life evolves, it’s important to link up with the right professionals to set your future (and your families’) up for success. Natalie Elisha Gold is one of those professionals. Her expertise in Estate Planning aka Legacy Planning is unparalleled. Natalie carries a full career of experience, but above that, she is real-life and relatable.

Taxes don’t have to be scary. In this Zoominar, I speak with tax expert Lisa Niser on the key things to look out for when you’re a professional at tax time.

Ever have questions about investing that you’re just afraid to ask? You’re in luck, because we just covered the most important info on the latest Zoominar — Let’s Talk About Investing Basics!​

​Check out this Zoominar talking about all the stuff you should know before getting started…and for those of you who’ve started already, everything you need to know to evaluate how it’s going.

Learn the 3 steps towards budgeting in a way that makes you spend your money according to your values. 

The FIRE movement doesn’t often come up in conversations between lawyers, but it should. The financial independence/retire early principles can provide attorneys the freedom to use their law degrees however they want, even if that means not at all.

Talking about money with your partner can be tricky. As an Accredited Financial Counselor, even I have a money story I bring to the table and starting these conversations can be hard. We're going to be discussing how to open up the conversations with your partner about money, how to organize your finances if you're in a relationship, and how to keep those lines of communication open as you move forward.

One of my favorite student loan repayment strategies uses creative problem-solving and flexibility to make sure you’re able to manage your student loan debt along with your other financial priorities. I call it Repay Your Way and I’m going to share with you what I did to pay down my over $200,000 student loan debt as well as other stories of lawyers successfully managing their student loan debt.

Does your career trajectory and lifestyle match up well with a forgiveness plan strategy? If you have primarily federal student loans, it just may. Learn about IDR and PSLF forgiveness plans and pitfalls to avoid.

There’s no one correct way to deal with student loan debt. Many say you should pay off your student loans as quickly as possible when you graduate from law school -- and that may be true for some. But not for all. Learn three student loan payment strategies here.

Refinancing a federal loan converts it into a private loan and that’s an irreversible decision, but sometimes it’s the right decision for you.

Before you can figure out how to deal with your student loan debt, you need to understand what type of loans you have.

As a former lawyer turned Accredited Financial Counselor, law school debt has been a pretty big deal in my life and the lives of my clients. Check out a frank conversation about student loan repayment strategies, hear stories from folks who are still paying theirs off, and what it takes to come up with a plan of your own.