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2017 IRS Retirement Plan Limits Announced

The Internal Revenue Service (IRS) announced cost of living adjustments affecting dollar l...

The importance of good common sense for successful investing

Here is a post I recently read on an investment website: This is why I will still be broke...

The Concern of TPA Referrals Made By Advisors

A friend of mine and I were talking about a financial advisor that we knew that had a big ...

How do you eat an Elephant?

As I’ve absorbed all the noise and information surrounding the DOL Fiduciary Rules, the ...

You Know 3(38) is a big thing when a big provider plays ball

You knew the Atkins diet craze was a big thing when a company liked Kraft started offering...

Roth 401k, Pre-Tax 401k, Or Both?

401k plan participants often wonder whether they should contribute their hard-earned money...

You Are Replaceable

I was reading a great book on the 1981 PATCO air controllers strike and President Reagan&#...

You Won’t See This Again #3: Real Competition for the WWE

I have been a wrestling fan since 1983; so don’t judge me. While it’s pre-determined, ...

DOL Fiduciary Rule Delay, Don’t Count on It

There are some rumors about a delay in the Department of Labor Fiduciary Tule expected to ...

The Legend of Fred

When your practice is successful as a retirement plan provider, you’re going to want...