In the retirement plan business, I’ve watched too many plan providers obsess over competitors—who’s stealing clients, who’s lowering fees, who’s suddenly offering “cutting-edge” solutions. But here’s the truth: if a plan sponsor is happy with ...
One of my favorite sayings is: “The road to hell is paved with good intentions.” To me, it’s a reminder that even when we mean well, things don’t always turn out the way we hoped. A big part of what I do is help advisors and brokers build their ret...
I’ve been a fan of the Fantastic Four for over 40 years. Reed, Sue, Johnny, and Ben—M...
If you’re old enough to flip burgers, serve coffee, or serve your country at 18, you sh...
Word on the street is that President Trump plans to issue an executive order promoting pr...
The Department of Labor’s Employee Benefits Security Administration (EBSA) just dropped...
You can cut corners in business. You can play fast and loose with your vendor contracts. ...
If you’re a TPA and you’re not talking to your small business clients about SEP-IRAs,...
By law, at least by Long Island law, you’re required to love Billy Joel. It’s like ba...
Let me start with a confession: I love Bitcoin. I admire what it represents—decentraliz...
