Money Meets Law Newsletter

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

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MML #032: The High Earner's ‘Retirement Tax’ Dilemma: When Success Creates Its Own Challenge
August 16, 2025
MML #031: You Saved ‘Right’—Now Don’t Get Burned on the Way Out
August 9, 2025
MML #030: Retirement Confidence for Attorneys: Why Dynamic Spending Is Your Best Asset
August 2, 2025
MML #029: The Cash Cushion Conundrum: How Much Is Too Much in Retirement?
July 26, 2025
MML #028: Your 5-Year Retirement Countdown: The Action Plan That Actually Works
July 19, 2025
MML #027: Why Retirement Planning Gets Ignored (And What To Do About It)
July 12, 2025
MML #026: The 0% Capital Gains Tax Bracket And The Hidden Tax Trap That Could Cost You Thousands in Retirement
July 5, 2025
MML #025: The Tax Strategy Most Lawyers Get Backwards (And How to Fix It)
June 28, 2025
MML #024: Why Your Social Security Decision Needs Strategic Thinking
June 21, 2025
MML #023: The Three Buckets That Will Make or Break Your Retirement
June 14, 2025
MML # 022: Finding Your New Purpose: The Real Challenge of Lawyer Retirement
June 7, 2025
MML #021: How Smart Retirees Turn $1.2M Into Lifelong Income (and Lower Taxes)
May 31, 2025
MML #020: Why the 4% Rule Isn't Always Right for Lawyers
May 24, 2025
MML #019: Will Your Expenses Really Drop in Retirement? Good News for Lawyers
May 17, 2025
MML #018: Creating Tax-Efficient Income in Retirement: Keeping More of What You've Earned
May 10, 2025
MML #017: Ready to Retire? Start Here with a Complete Financial Inventory
May 3, 2025
MML #016: Maximizing Your Law Firm's Value: Your Practice as a Retirement Asset
April 26, 2025
MML #015: Redefining Retirement: Finding Purpose Beyond Practice
April 19, 2025
MML #014: What Replaces Your Firm Income When You Step Away?
April 10, 2025
MML #013: Is Market Volatility Destroying Your Portfolio? What Law Firm Owners Need to Know
March 27, 2025
MML #012: The Domino Effect: How Smart Planning Unlocks QBI Tax Savings for Your Law Firm
March 20, 2025
MML #011: The Power of Compounding: Why Every Minute Matters for Your Financial Future
March 6, 2025
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

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