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Don’t Buy What You Don’t Need

For many years, my wife didn’t want to join Costco because she thought that overshopping...

Fiduciary Liability Insurance and Plan Reviews are worth it

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

Watch that you don’t get overpaid

I don’t believe in coincidence and when something happens twice, it’s a cause for conc...

Ow You don’t know everything

I am proud to say that I learn something new every day, whether it’s retirement plan rel...

The worthless J.D. Power surveys

I’m going to say something and that means J.D. Power will never sponsor one of my events...

MFS is latest proprietary fund settlement

Massachusetts Financial Services Co. (MFS) has reached a settlement of nearly $7 million i...

The message has to resonate

For some reason, my unincorporated village doesn’t have a mayor or village board of trus...

Think of something new

When I was a synagogue vice president, I came up with new ideas for events because the old...

If you build it, they may not come

I think the one place where the retirement plan industry has failed is in communication to...

Saying it ain’t broken, don’t fix it is a cop-out

I remember when I first saw the political sign as a freshman at Stony Brook over 25 years ...