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For many business owners, their company represents much more than a source of income. It may also be their largest asset, a significant source of their net worth, and an important part of their retirement plan. While owners often have a good sense of profitability, fewer have a clear understanding of what the business might…

Most people enter retirement with a pretty good idea of what their major expenses will be. We anticipate things like housing, healthcare, and everyday living expenses.  But retirement rarely follows a perfectly predictable budget. Some of the expenses that can have the biggest impact are the easiest to overlook. Here are a few worth planning…

For generations, the traditional approach to inheritance was fairly straightforward: parents accumulated wealth throughout their lives and passed what remained to their children after they died. Increasingly, families are considering a different approach. If you’re financially secure and expect to leave money to your children someday, does it make sense to give some of it…

Grandparents leave behind more than fond memories and family traditions. You also pass along values that shape how future generations think. Through conversations, shared experiences, and everyday actions, you can help grandchildren build financial habits that last a lifetime. Here are a few values worth sharing: We take care of what we own. If a…

For decades, when someone asked, “What do you do?” the answer was easy. You were a teacher, a surgeon, an engineer, a business owner. The job was a shorthand for who you were, and you didn’t have to think much about it. Identity in retirement starts with a small but surprisingly weighty question: what do…

When the stock market drops, the instinct is to act: sell before things get worse, sit in cash until conditions stabilize, and buy back in when the dust settles. It feels logical, but it almost never works out that way. Over the years, we’ve seen this pattern repeat across a variety of investors. They might…

Johnson Fistel has once again been ranked as a top firm by Institutional Shareholder Services Securities Class Action Services, landing on ISS’s “Top Plaintiff Law Firms of 2025” annual report.  This is the 9th time in 11 years that Johnson Fistel has been recognized as a top plaintiffs’ securities law firm in the United States…

This article is reprinted with permission from Esq. Wealth Management, Inc. At EsqWealth, financial planning is at the heart of everything we do. Whether you’re in the early stages of building wealth, navigating a major life transition, or approaching retirement, a thoughtful financial plan is the foundation that ties it all together. For many of our…