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You need the right partner

September 7th will be 20 years of marriage for me. If marriage was easy, there would be no divorce....

Don’t flake out

There must be something in the water where I live. Anytime I need a big project for my house, I jus...

Don’t shrug

One of my pet peeves out there is when you give a list of complaints to a business or an organizati...

Networking was never about selling

One of the great joys of my practice is networking with other plan providers. I enjoy meeting peopl...

You’ll be surprised how low the bar can be

My wife works for a law firm and based on the work she’s seen as an appellate attorney and tellin...

Make sure the title means something

When I was Synagogue Vice President, the Hebrew school PTA presidents were there for so long, one o...

Well, high earners have the most money to save

I read an article that was saying SECURE 2.0 had some shortcomings, namely that it provided high ea...

Solo 401(k) plans need more attention

Solo 401(k) plans are a great thing, have had one for almost 20 years. The problem with them is tha...

Trust is the underpinning behind any plan provider relationship

When working with other plan providers, trust is the biggest underpinning. Without it, you have not...

Don’t be a Schnorrer

The first time I heard the word Schnorrer, I was 7 years old and my parents took me on a trip to My...