Month: May 2016

Financial Bites for Baby Sharks: Stress and Money

By Drew Hefflefinger, CFP® Managing personal finances is stressful. With so many considerations, either immediate or in the future, it can feel overwhelming and cause unwarranted stress. Let’s address some of the basic causes of financial stress and how to

Recent Developments in Legal Technology: ABA TECHSHOW 2016 (Part 2)

By Joel Jacobson Did you miss part one of this two part series?Click here to get up to speed! Technology The TECHSHOW schedules built-in time between sessions to visit legal vendors. This is super valuable for any attorney starting a

Financial Bites for Baby Sharks: Investment Return

By Drew Hefflefinger, CFP® Stock picking and market timing is generally a fool’s game — the market is out of our control. What we can control is how we manage our investments. By focusing on the planning process, tax liability,

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