The Phishing and Fraud Scam
Email is one of many ways scammers try to reach you; familiarize yourself with ways to recognize a scam email.
Voice of Experience: April 2025
In This Issue
Can I Afford to Cut Back or Retire?
Taking the time to estimate your income and expenses is an essential step in taming the fear of retiring.
Should I Downsize After My Kids Are Grown?
Downsizing your home after retiring is a decision influenced by a plethora of factors, such as family location, money, etc.
Downsizing Is Not for This Empty Nester
Being comfortable in your home and close to your other family members is a big reason not to downsize.
Increase Your Odds for a Successful Retirement
Proper planning now will help you avoid unneeded stress when you turn off the lights in the office one last time.
Are You Ready to Retire?
Planning a secure retirement calls for anticipating and planning for new risks that enter the equation when investing turns from accumulation to decumulation with the goal of creating a “retirement p…
How to Hobby: How Boy Scouts Led Me to Winston Churchill (Video Included!)
In 2002, Michael J. Van Zandt got his first lead role in a play; since then, he has appeared in over 70 shows.
AI-Driven Investing: What Lawyers Should Know About Robo-Advisors
Financial firms that are adopting AI-based investment strategies must also navigate compliance risks.
Adventures in the Law: Crosswords
Jurors are held to a high standard during a court case; they must be alert and pay attention to the case being presented.
The Role of Technology in Managing Personal Finances
Technology offers numerous benefits, but it also poses risks that users must address to ensure the security of their personal financial information.
Where Do I Find Financial Protection Help?
The Consumer Financial Protection Bureau (CFPB) is known to be very responsive even if the scam amount is relatively small, but it is being forced by the current administration to reduce its work.
Member Spotlight: John B. Lewis
Being around successful and thoughtful lawyers from outstanding law firms guided the course of John B. Lewis’ career.
Words of Well-Being: Accessibility
The lawyer-client relationship requires a healthy balance of accessibility creating a mutual social connection while maintaining the most efficient use of time the client is paying for.
How to Spend Less in Retirement
Reducing the cost of entertainment, housing, and other living expenses may be beneficial in retirement.