Money Meets Law

Your Retirement, Reimagined.

Weekly insights on retirement planning, tax-planning strategies, and finding purpose beyond the courtroom.

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

The Three Buckets That Will Make or Break Your Retirement

Finding Your New Purpose: The Real Challenge of Lawyer Retirement

How Smart Retirees Turn $1.2M Into Lifelong Income (and Lower Taxes)

Why the 4% Rule Isn't Always Right for Lawyers

Will Your Expenses Really Drop in Retirement? Good News for Lawyers

Creating Tax-Efficient Income in Retirement: Keeping More of What You've Earned

Ready to Retire? Start Here with a Complete Financial Inventory

Maximizing Your Law Firm's Value: Your Practice as a Retirement Asset

Redefining Retirement: Finding Purpose Beyond Practice

What Replaces Your Firm Income When You Step Away?

Is Market Volatility Destroying Your Portfolio? What Law Firm Owners Need to Know

The Domino Effect: How Smart Planning Unlocks QBI Tax Savings for Your Law Firm

The Power of Compounding: Why Every Minute Matters for Your Financial Future

Triple Your Tax Advantages with This Often-Overlooked Strategy

February 20, 2025

It's Not Too Late: Smart Tax Moves You Can Still Make for 2024

February 13, 2025

The Missing Step Between You and Your Financial Goals

February 6, 2025

Are Your Financial Decisions Actually Moving You Backward?

January 30, 2025

The Hidden Cost of "Keep-It-Simple" Tax Planning

January 23, 2025

The Million-Dollar Mistake: The Hidden Cost of Waiting "Just One More Year" to Start Saving

January 16, 2025

The Lawyer, the Planner, and the Reddit Thread

January 9, 2025

The True Cost of Success: Are Your Rising Income and Expenses on a Collision Course?

January 2, 2025

Tax Planning That Builds Wealth: Rethinking Your Year-End Strategy

December 26, 2024

Why Spending $10,000 to Save $3,700 in Taxes Isn't Smart Business

December 19, 2024

End-of-Year Tax Planning: 7 Step Checklist to Save on Taxes in 2024

November 7, 2024

Know Your Worth. As In, Net Worth.

October 31, 2024

Lowering Taxes with the QBI Deduction: What Attorneys Need to Know

October 17, 2024

Attorney Financial Planning Made Simple: 4 Vital Signs You Need to Track

September 25, 2024

Why Every Attorney Needs a Financial Planner (Yes, Even You!)

September 12, 2024

Top Questions to Ask When Hiring a Financial Advisor

September 5, 2024

Our Country is Politically UNHINGED: What Does This Mean For Your Investments?

Health is Wealth: Essential Wellness Tips for Today's Stressed-Out Attorney

Leveraging Donor Advised Funds for Tax-Efficient Charitable Giving

The Basic Financial Order of Operations

January 17, 2024

Your Retirement, Reimagined.

Weekly insights on retirement planning, tax-planning strategies, and finding purpose beyond the courtroom.

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.