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Be Real

When my grandmother was going in for surgery to remove the tumor on her Pancreas, I told my grandmother how much I loved her and I remember her telling me that she knew what I said was real. She told me that while other people profess love, she knew my feeling...

lifeexpectancy

That possible RMD issue and what it means to you

While President Trump signed an Executive Order that directs the Department of Labor to promulgate regulations to make it easier for companies to join multiple employer plans, he also directed the Internal revenue Service to change the required minimum distrib...

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It Could Be You

Prior to starting my own law firm, I made many different employer changes over the years to the poin...

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The Fiduciary Rule lives on

As referenced in the episode “The Foundation” from Seinfeld, Dr. McCoy did say at the end of Sta...

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Let’s not be celebrating about Open MEPs yet

My daughter is 11 and will be celebrating her 12th birthday this October 25th. When she was only 5 y...

UNITED STATES - JANUARY 10:  Football: New York Jets QB Joe Namath casual on beach with media and fans before Super Bowl III game vs Baltimore Colts, View of Brent Musburger (far L), Fort Lauderdale, FL 1/10/1969  (Photo by Walter Iooss Jr./Sports Illustrated/Getty Images)  (SetNumber: X13781)   Original Filename: 81803086.jpg

There are no guarantees in this business

I was in college and a political friend guaranteed that if we formed a political party to take over ...

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The Death of Sears and what it means to you

Sears isn’t dead yet, but it’s a matter of time. It was amusing when the leadership at Sears sug...

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There has to be a better way than 10/15

I hate to do things last minute. I passed three different state bar exams and I never studied the da...

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That Sal The Stockbroker Event

The idea of That 401(k) Conference is based on creating memorable events and it probably can trace i...

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Advisors Need To Look Beyond The 401(k)

Too often brokers and financial advisors think about their client’s retirement plan needs and only...