Thoughtful Charitable Giving
Charitable giving not only improves the lives of others but has been shown to increase happiness more than personal spending…
Read moreFinancial Planning
Explore insights on financial planning, offering practical strategies and perspectives to support informed decisions and long-term financial well-being.
Three to Five Years Before Stepping Back: The Financial Decisions That Get Harder to Change
You don’t need to know your last day of practice. But if stepping back may be within the next several…
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Physician Retirement Planning: The Decisions to Make 3–5 Years Before You Retire
Before you choose your last day of practice, know what it sets in motion. Three to five years before retirement,…
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Celebrating National 401(k) Day
However you plan on spending your retirement is up to you, yet it will likely be the most expensive thing…
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Planning Through the Ages – Attorneys in Their Seventies
Attorneys in their seventies may be fully retired, practicing selectively, serving as counsel, teaching, mediating, or completing the final wind-down...
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Planning Through the Ages – Attorneys in Their Sixties
You may practice law well into your sixties or beyond. By your sixties, the wealth you have accumulated may give…
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Is An Annuity Right For You?
When considering options for securing a stable retirement income, annuities can come into the conversation as a possible solution...
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“I’ll Probably Just Work One More Year…”
Why This Decision Deserves More Attention Than It Receives...
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FAQs About My Workplace Retirement Plan
There are a number of optional plan provisions that employers could choose to implement that may enhance the overall benefit…
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