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Educate yourself. It’s your money and your responsibility.

Financial Planning Considerations for Law Firm Partners (And soon to be)

Author’s Note – With the Senate recently passing its version of HR 1 by a 51-49 vote it will begin reconciliation with the House to finalize the most significant tax reform in 31 years. Though this tax bill will expire on December 31, 2025 and reset to current law due to a budget gimmick necessary...
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Serving our US Military Veterans and Active Duty Personnel

At Lionshare Partners, we salute our brave men and women in uniform. Thank you for putting your life on the line to protect our great country. We honor and cherish your sacrifices that keep us safe. In turn, we try to give back where we can and is one of the primary reasons we launched...
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Medicare Open Enrollment: Do you Have the Right Plan?

Medicare open enrollment is often overlooked by financial advisors who are scheduling meetings in the final quarter. The low hanging fruit items of reviewing investment portfolios to identify tax-loss (and sometimes tax-gain) harvesting opportunities, roth conversions, and maximizing contributions to retirement plans generally take priority. Medicare Open Enrollment begins October 15th and runs through December...
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