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Money Purchase Plans are still a thin

When it comes to technology, people cling on to some old technology because of their fondness for i...

Criticism is fine

When I was at law school at American University Washington College of Law, I was the Executive Edit...

They may brag, but they may not have

With my son graduating high school and listening to where other kids are going for college, it seem...

How to make sure the enrollment meetings aren’t like funerals

When it comes to oral or written communications, it’s important that you play to your audience. A...

See how decisions impact others

The idea for buying a nice home is that you would be friendly with neighbors. That really has not p...

You can go broke without getting a client

When I started my own law practice in 2010, I did some small business networking and I realized the...

Pick your battles

If I have to say one sad thing about my experiences is that I try to get along with people and not ...

If it gets people to save, it’s a good thing

When we had our inaugural Retirement Roundtable during That 401(k) National Virtual Conference last...

Make sure you have contracts for everything

The reason you have contracts is really to detail the deal that you have. While people think you ne...

The retirement plan provider Order 66

In Star Wars lore, Order 66 was a secret order by Chancellor/Emperor Palpatine for the clone troope...