Universal Life Insurance Lawsuits Underscore Product Risk
Attorneys need to be vigilant with their Universal Life (UL) policies and get a second opinion from a fee-only fiduciary. Because UL policies contract...
Cooking Up Wealth
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About
Host, Chris Jackson, is a certified financial planner and founder of Lionshare Partners, a wealth management firm. The Cooking Up Wealth Podcast is dedicated to educating law students, associates, partners, in-house counsel, self-employed and district attorneys about personal finance and building wealth. We tackle the hard topics like the best ways to pay off student loans, prudent financial planning, retirement savings, tax planning, real estate investing, starting a business and living the American dream. Learn more at www.TheJDAdvisor.com!
Partial Repeal of Prop 13 and Avoiding Capital Gains with the New Opportunity Zone Tax Credit
Two years from now, California voters may have a chance to touch the third rail of state politics…proposition 13. A coalition of good-government group...
Five Strategies to Consider When Your Spouse’s Business Has a Net Operating Loss
If you’re trying to find ways to deduct those losses against your attorney income or restructure your investments this is a great episode to pick up s...
Universal Life Insurance Lawsuits Underscore Product Risk
Attorneys need to be vigilant with their Universal Life (UL) policies and get a second opinion from a fee-only fiduciary. Because UL policies contract...
Partial Repeal of Prop 13 and Avoiding Capital Gains with the New Opportunity Zone Tax Credit
Two years from now, California voters may have a chance to touch the third rail of state politics…proposition 13. A coalition of good-government group...
Five Strategies to Consider When Your Spouse’s Business Has a Net Operating Loss
If you’re trying to find ways to deduct those losses against your attorney income or restructure your investments this is a great episode to pick up s...