I’m all for states requiring employers to offer a retirement plan or join the state-endorsed IRA program. It increases retirement plan coverage and as a member of the 401(k) industry, it can increase the potential client pool. According to a study I read...
When I was at law school, I was the editor-in-chief of the law school’s newsmagazine. My rise to the top probably had a lot to do with the free time I had by not making law review or any other of the law journals. I failed to get on to any of the four journ...
Over the years, I worked with many organizations starting back with student political organizations...
What makes a good retirement plan financial advisor? Well, it takes attention to detail, an underst...
Like I say, the older I get, the more and more I’m like Larry David. The biggest pet peeve on ...
Long-term businesses in the retirement plan business don’t die overnight. It takes a very long ti...
As long as I remember, any political discussion gets a little heated. Thanks to social media, any p...
I finally sat down and watched the show everyone was talking about, The Bear on Hulu. Thanks to the...
I have been practicing in the employee benefits world for almost 26 years and the beauty of it is t...
The reason I charge $100 a person (or usually $50 a person if they bring multiple people) to my liv...
