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Try to be humble

So my son loves to go to baseball card shows and when I think of my younger days when my father wou...

My opinion on payroll providers

If there is one opinion that I have that is argued about many times is my two cents on the use of t...

Don’t join the race to zero

When I started in the retirement plan business, the third-party administrator (TPA) related law fir...

You are replaceable

I was reading a great book on the 1981 PATCO air controllers strike and President Reagan’s decisi...

The problem of the strings attached

Being successful and giving back is agreat thing. For example, I’ve been lucky to support a schol...

Titles mean nothing

When I was younger and it involved with student organizations, there was this saying that you shoul...

The most important value

Having been in the retirement plan business for the last 24 years, I have learned something new alm...

Be concerned over TPA referrals

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

Sometimes, you have to fire yourself

When you’re young, you’re urged not to quit. Whether it’s little league or scouts, your paren...

There has to be something in it for them

When I worked at that semi-prestigious law firm as an associate, my goal was to develop a national ...