Any time is a good time to get a financial advisor, says Dawn Marchand, vice-president of marketing and direct distribution for CBIA/Lawyers Financial. “I firmly believe everyone could benefit from working with a professional advisor,” Marchand
The legal community may soon be able to get in on the ground floor of an “innovative” retirement plan designed specifically for lawyers and their staff, says Dawn Marchand, vice-president of marketing, product and direct distribution for Lawyers
If you are lucky enough to have a company-sponsored pension plan, it’s likely a defined contribution (DC) plan and your employer may offer some amount of matching, meaning they will also be contributing to your retirement savings goal.
Taking stock of how you live today can help you develop a plan for your retirement years, says Dawn Marchand, vice-president of marketing, product and direct distribution for Lawyers Financial, which offers insurance and
Would you be in a better financial position if you spent more time managing your finances and less time doing your job? Time is money and there is real value in outsourcing the time to plan, compare alternatives, research options, stay current on tax laws, and execute your financial plan.
Should you provide financial help to your adult children now or leave them an inheritance later? It’s up to you but giving away some of your wealth while you are still around to see the effects of your generosity can have significant advantages.