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Communication is key

I get along with people for the most part because I make the effort. It’s also a lot eas...

Some people just want it for free

I use Twitter for both business and pleasure. It’s a great way to promote all my busines...

One Fund Family Lineups is a bad idea

You must know about the shoemakers’ children and how they go barefoot and have no shoes....

Beware of that bribe

I have been a New York Giants football since the days of Ray Perkins, Brad Van Pelt, and J...

Fiduciary liability insurance is worth it

The warranty in the electronics business is gravy for the retailers who sell it. You’ll ...

When the government calls, call an ERISA attorney

The worst thing you can do is to handle things that you can’t. The one thing that plan s...

Advisors need to “get” plan design

In sports and in business, you’re only as good as the team that you are on. I have been ...

When the government calls, call an ERISA attorney

The worst thing you can do is to handle things that you can’t. The one thing that plan ...

Pay on that bonus

Bonuses are something I don’t know much about since the only bonus I got was $300 three ...

Hire an advisor when you get an employee

I’m still amazed when I find participant-directed 401(k) plans without a financial advis...