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meps

MEPs will be a big thing in 2017

While I wish I could predict next week’s Powerball numbers, I do have a pretty good sense to make ...

dolfidrule

DOL Fiduciary Rule Future – The Ultimate Drama

My wife graduated with an English major. Mine was in Finance. She wanted to find a partner who was b...

recommendations

Recommendations have to be organic, not forced

Someone on Facebook asked on one of the community groups about a local business and while I used the...

criticize

Clients criticize; get over it

There is a point where you have to realize that no matter how good you are and no matter how good yo...

setting-the-tone

Setting the tone

I’ve been involved with so many small organizations both profit and non-profit in one form or anot...

plan-design

Advisors should appreciate Plan Design

In sports and in business, you are only as good as the team that you are on. I have been on some goo...

maxresdefault

Let it go

One thing I’ve learned over time is not to bottle up anger. Ever since I was a kid, I was passive-...

businessfall

Your Business Can Fall A Lot Quicker That It Rose

One of the business philosophies I learned while working for third party administrator is that it’...

mileaway

You can see it a mile away and do nothing

While my Professor from Stony Brook could see it a mile away, most of us couldn’t predict a Pr...

plan

Need a new plan? You know where I’ll be on December 31st

I hate doing things at the last minute. I took and passed three different state bar exams in three s...