Annual Financial Checklist

Use this checklist once a year to help evaluate how your life, priorities, and finances may have shifted. We can use your answers as a jumping off point in our next meeting.

How contingent fee attorneys can lower their taxes

Contingent fee attorneys fight hard for their clients, who are often victims of horrible accidents or other tragedies. But when it comes to paying taxes on those contingent fees, however, these attorneys become victims…of the progressive tax system.

Market Update: July 2024

Positive data around inflation and labor markets appears to have counteracted market pessimism surrounding the Fed.

Third year’s the charm: Quorum is three!

They say the third time’s the charm, and while we can’t say year three is better than years one or two, our third year in business has been charming indeed.

Michelle Le

Send your kid to college: A checklist

Sending your child to college tends to come with complex emotions—they’re entering the “adult” phase of their lives but may still be dependent on you in many ways. This checklist can help you set them (and you!) up for a successful transition.

Melissa Yue

Make the Most of Your Teen’s Summer Job

For teens, summer jobs are a rite of passage. For parents, summer jobs are a fantastic opportunity to teach kids about hard work, budgeting, saving, taxes, and investing.