There’s a text message that no lawyer or office manager wants to receive. The one that came to Cecile’s personal phone at 7:00 a.m. said simply,

There’s little doubt that a robust employee benefits plan is essential when recruiting top talent to small and mid-sized law firms.

In some cases, it’s easy to go online, answer a few questions, and find the best deal on insurance within minutes. This is particularly true of home and auto insurance where policies tend to have a lot of similarities.

The day when you achieve complete financial freedom may come years before you decide to retire. In fact, highly motivated people who enjoy the challenges and rewards of a successful legal practice often choose to work long after the income is necessary.

Annuities provide guaranteed income for life. In that regard, they are one of the most effective ways to eliminate investment risk in retirement.

The quick answer to the question, “Can you save too much for retirement?” might seem like an obvious, “No. You can never have too much money.” But another way to ask the question might be, “What are you giving up by saving too much for retirement?” 

For rainmakers in today’s altered universe, the job remains the same — continue to nurture existing relationships while attracting new clients.

After settling on an advisor you feel you can work with, it’s time for you to get down to the business of setting financial goals. 

This requires a whole new set of questions: