Solo and Small Firm
The Practitioner VOLUME 30, ISSUE 2, AUTUMN 2024
Content
- Achieving Fiscal Efficiency In a Small Law Office: Navigating Expenses Within Ethical Bounds
- Always Follow the Rule of Three
- California's New Civility Guidelines: Fostering a Courteous Profession
- EXECUTIVE COMMITTEE & EDITORIAL BOARD
- How's the Water Everyone?
- Letter From the Chair
- Letter From the Editor
- Next Generation Law: How Automation Technology Is Collaborating With Lawyers To Revolutionize the Legal Profession
- Table of Contents
- Ten Ways Law Firms Lose Big Money
- Financial Planning - An Introduction
FINANCIAL PLANNING – AN INTRODUCTION
Barry L. Pinsky, CFP®, ChFC®, CLU®* and Jaspreet "Jesse" S. Puri**
Barry L. Pinsky
Jaspreet "Jesse" S. Puri
When can I afford to retire? Is our 401(k) plan a good idea? Who can look after my children if something should happen to me? What if I need assistance in my later years? Should I buy an annuity? Can I contribute to my religious institution in a tax efficient manner?