and Legal Insights Law

How to Beat Lifestyle Creep

Earning more money should make it easier to build wealth and create financial flexibility. Yet for many successful professionals and business owners, higher income is quickly followed by higher spending. The nicer car replaces the perfectly good one. Vacations become more elaborate. Dining out becomes more frequent. The house gets bigger, memberships accumulate, and conveniences…
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What Is Your Business Worth Without You?

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…
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The Retirement Expenses Nobody Warns You About

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…
Read More →: The Retirement Expenses Nobody Warns You About

2026
- - 10/19 – How to Beat Lifestyle Creep
  - 10/06 – What Is Your Business Worth Without You?
- - 09/15 – The Retirement Expenses Nobody Warns You About
  - 09/08 – When Should You Start Giving Your Kids Their Inheritance
- - 08/28 – Financial Values that Grandparents Can Pass Along
  - 08/10 – Summer 2026 The Monitor
- - 07/31 – The Trouble with the Word “Retired”
  - 07/08 – What to Do When the Stock Market Drops
- - 05/20 – Spring 2026 The Monitor
  - 05/11 – Johnson Fistel Again Ranked as a Top Firm in Terms of Total Dollar Value of Final Recoveries According to ISS Securities Class Action Services
- - 04/24 – Social Security Basics on Timing, Spousal Benefits, and the Breakeven
- - 03/17 – Stock Market Volatility During Times of War
  - 03/06 – The Best 10 and Worst 10 States To Retire for Affordability, Lifestyle, and Healthcare
- - 01/29 – Five Tax Strategies Worth Revisiting in 2026
  - 01/05 – Seven Smart Financial Resolutions in a 7-Minute Read
2025
2024
- - 12/20 – Start the New Year by Exploring Why Your Financial “Why” Matters
  - 12/16 – Stockholder or Shareholder: Which is Preferred?
  - 12/09 – What’s Driving Record-High Annuity Sales and Should You Join the Herd?
- - 08/29 – Don’t Follow the Herd, Follow Your Financial Plan
  - 08/27 – Wave Reaching Shore Tracking the SEC’s Case Against Ripple Labs
  - 08/19 – Option Strategies to Keep Investment Gains from Falling
  - 08/07 – Summer 2024 The Monitor
- - 07/18 – Avoiding Family Discord: Insights from Tony Bennett’s Estate Lawsuit
  - 07/05 – Enhancing Retirement Income and Security Through Strategic Rollovers
- - 06/20 – Should You Have A Family Financial Summit?
  - 06/06 – Treasury Bills/Bonds vs. Municipal Bonds: The High-Tax-Bracket Investor’s Grand Prix
- - 05/21 – Active vs Passive Investing vs Crafting Your Portfolio with EsqWealth
  - 05/17 – Johnson Fistel Challenges You to Help Fight Hunger
  - 05/10 – Spring 2024 The Monitor
  - 05/09 – Johnson Fistel Announces Informative YouTube Channel
  - 05/07 – Five Strategies to Help Protect Seniors from Financial Fraud
  - 05/03 – Johnson Fistel, LLP Recognized As A Top 20 Law Firm for 2023 In Total Dollar Value of Final Recoveries By ISS Securities Class Action Services
- - 04/16 – Commonwealth Ordered to Pay $93 Million — A Cautionary Tale for Investors Who Think They Are Better Served by Large National RIAs
  - 04/08 – Ten Tax Planning and Mitigation Strategies for High-Net-Worth Individuals
- - 03/27 – Suburban Meltdown: Insider Selling Ruins Lives
  - 03/21 – Long-Term Care: Protecting Your Assets and Your Well-Being
  - 03/12 – Attorney Profile- Q&A with Anthony E. Mance
  - 03/01 – Navigating Investment Blind Spots – Strategies for Wealth Management
- - 02/22 – Equipping Your Heirs for Financial Success with Their Inheritance
  - 02/14 – Johnson Fistel Welcomes New Attorney Bryan M. Wyman
  - 02/07 – Strategic Withdrawals in Retirement: Maximizing Wealth and Minimizing Taxes
  - 02/02 – Winter 2024 The Monitor
2023
- - 12/15 – The Fed Kept Interest Rates Steady While Signaling a Pivot in Policy Next Year
  - 12/01 – Esq Wealth’s Top 10 Year-End Financial Planning Strategies
- - 11/20 – Bridging “The Gap”: Ninth Circuit Puts Derivative §14(a) Claims in Limbo
  - 11/16 – Wealth Navigation: Avoiding 11 Common Mistakes Often Made by the Wealthy
  - 11/07 – Fall 2023 The Monitor
  - 11/06 – High Interest Rates and Evolving Products Call for a Review of Your Annuities
- - 10/17 – Talking With Your Kids About Money
  - 10/03 – Unlocking Generational Prosperity: The Power of Dynasty Trusts
- - 09/20 – Supercharge Your Retirement Account – 5 Strategies
  - 09/05 – IRS Ruling Could Have Significant Tax Implications for Your Trust Assets
- - 08/16 – Navigating the Stock Market: Growth vs. Value Stocks
  - 08/07 – Summer 2023 The Monitor
  - 08/04 – The Best 5 Stocks to Buy Today – Clickbait Warning
- - 05/16 – Today’s Annuities: A Powerful Tool for Retirement Planning and a Recession Hedge
  - 05/12 – Johnson Fistel, LLP Secures Sweeping Reforms for Aterian, Inc.
  - 05/05 – Spring 2023 The Monitor
  - 05/02 – Lessons from 5 Celebs About Financial Mistakes
- - 04/18 – Which Investment Strategy is Better for You, Active or Passive Investing?
  - 04/04 – A Lesson from Lisa Marie Presley, Tony Hsieh, & Howard Hughes About Estate Planning
- - 03/28 – The Collapse of Silicon Valley Bank and the Problem of How Banks Invest Their Customers’ Money
  - 03/15 – Deciding Where to Retire
  - 03/06 – The New RMD Rule and How it Affects Retirees
- - 02/22 – They’re Not Lovin’ It: What McDonald’s Tells Us About Officer Oversight
  - 02/17 – Robo-Advisor vs. Human Professional Guidance
  - 02/13 – Winter 2023 The Monitor
  - 02/09 – Benefits of Discussing Your Estate Plan Now
  - 02/06 – Attorney Profile- Q&A with William W. Stone
  - 02/01 – Investing in a Recession – Equities That Tend to do Better
- - 01/19 – Johnson Fistel Welcomes New Attorney Anthony E. Mance
  - 01/18 – Financial and Estate Planning New Year’s Resolutions
  - 01/10 – Johnson Fistel Announces Affiliation with Esq. Wealth Management, Inc.
  - 01/04 – Johnson Fistel Names New Partner: Kristen O’Connor
  - 01/01 – Know Your Tolerance for Risk
2022
2021
- - 12/23 – 2021 – Year End Estate Planning Review
  - 12/21 – Johnson Fistel Preserves Company Funds and Secures Valuable Corporate Governance Reforms for Synchronoss Technologies, Inc.
- - 11/04 – Securities Fraud Class Action Lawsuits Serve a Public Benefit
- - 10/29 – Fall 2021 The Monitor
  - 10/18 – Asset Protection
  - 10/15 – Time To Review Your Estate, Asset Protection, Insurance, and Financial Plans?
  - 10/07 – Attorney Profile: Q&A with Jonathan M. Scott
- - 09/30 – SEC Whistleblower Awards Exceed $1 Billion
- - 08/30 – How an ILIT is Like a Country Song, but Backwards
  - 08/13 – What is a QTIP Trust
  - 08/12 – Summer 2021 The Monitor
  - 08/07 – California Private Retirement Plans
- - 06/10 – Johnson Fistel Seeks Your Help To Raise Money for Hungry School Children in San Diego
  - 06/08 – Spring 2021 The Monitor
- - 04/20 – Johnson Fistel Helps Recover Millions for FTSI Shareholders Despite Company’s Bankruptcy Proceedings
  - 04/17 – 2021 Estate Tax Advisory
  - 04/16 – Johnson Fistel Welcomes New Attorney Jonathan M. Scott
  - 04/08 – San Diego Magazine Recognizes Frank J. Johnson as One of the “2021 Top Lawyers” in San Diego
  - 04/06 – Asset Protection
- - 02/25 – Winter 2021 The Monitor
  - 02/06 – The Probate of Tony Hsieh – A Cautionary Tale
- - 01/30 – Johnson Fistel Welcomes New Attorney Seth M. Schechter
  - 01/16 – 2021 – A Vintage Year for Estate Planning and Asset Protection
  - 01/09 – Fraud Doesn’t Pay or Does it?
2020
- - 11/25 – Fall 2020 The Monitor
  - 11/14 – Road Runner Loses Effort to have Class Action Challenging Auto-Renewals Tossed
- - 10/31 – Johnson Fistel, LLP Wishes Clients and Friends A Happy and Safe Halloween!
- - 09/02 – Summer 2020 The Monitor
- - 06/02 – Johnson Fistel Secures Another Significant Victory on Behalf of City of Roswell First Responders
- - 05/27 – Spring 2020 The Monitor
- - 04/29 – Monthly Charges and Annual Passes During the COVID-19 Pandemic – Do Consumers Get a Refund?
  - 04/21 – San Diego Magazine Recognizes Frank J. Johnson as One of the “2020 Top Lawyers” in San Diego
- - 03/02 – Winter 2020 The Monitor
- - 01/29 – Johnson Fistel Welcomes New Attorney Jeffrey A. Berens
  - 01/20 – Johnson Fistel Helps Recover $7.85 Million for USA Waste Customers
  - 01/13 – Johnson Fistel Helps Recover $21 Million for Flowers Foods, Inc. Shareholders
  - 01/06 – Attorney Profile: Q&A with Mary Ellen Conner
  - 01/03 – Johnson Fistel Names New Partner
2019
2018
- - 12/05 – Fall 2018 The Monitor
- - 11/01 – Johnson Fistel Supports The Leukemia & Lymphoma Society & Joins Light the Night
- - 10/12 – AT&T – Time Warner: Will This Open the Merger Floodgates?
- - 09/21 – Whistleblowers – Keeping Corporate America Accountable While Being Awarded Millions of Dollars in the Process
  - 09/06 – Summer 2018 The Monitor
- - 08/17 – China Agritech: Bring Claims Before the Clock Runs Out
- - 07/20 – Johnson Fistel Welcomes New Associate Mary Ellen Conner
- - 06/22 – Johnson Fistel Welcomes New Attorney Tiffany Johnson
- - 05/26 – Johnson Fistel – Top Fundraising Team
  - 05/19 – Ninth Circuit Court of Appeals Holds That Negligence Applies in Section 14(e) Cases
  - 05/11 – Independent Contractors or Employees: Is the “Gig” Up in California?
  - 05/04 – Spring 2018 The Monitor
- - 03/23 – Frank J. Johnson recognized As One of San Diego’s Top Lawyers
  - 03/10 – Johnson Fistel Challenges Others to Join the Fight
2017
- - 12/21 – Fall 2017 The Monitor
- - 11/27 – Can Your Company Force You Into Arbitration? The Supreme Court Hears Argument
  - 11/11 – #MeToo – No Longer Silent About Workplace Harassment
- - 09/22 – Summer 2017 The Monitor
  - 09/08 – Spring 2017 The Monitor
  - 09/08 – Winter 2017 The Monitor
  - 09/05 – Johnson & Weaver, LLP Announces Name Change to Johnson Fistel
- - 06/30 – Employment Law “Forget the Labels-Know Your Rights”
- - 04/07 – Blount Stockholders Defeat Motion to Dismiss in Challenge to 2016 Acquisition
- - 03/18 – San Diego Magazine Recognizes Frank Johnson
- - 02/08 – Join Our Newsletter
  - 02/04 – President Trump’s Executive Order On The Fiduciary Rule Should Cause Financial Advisers To Reevaluate Their Duties
- - 01/26 – Court Approves Record Setting Class Action Settlement of $12.75 million for former shareholders of Flow International Corporation.
  - 01/10 – Johnson & Weaver Names New Partner: Michael I. Fistel
2016

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How to Beat Lifestyle Creep

What Is Your Business Worth Without You?

The Retirement Expenses Nobody Warns You About

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How to Beat Lifestyle Creep

What Is Your Business Worth Without You?

The Retirement Expenses Nobody Warns You About

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