close

It can never be one-size fits all

I believe that in this business, there isn’t a one size fits all. That deals with ERISA 3(38) adv...

Gambling vs The Audit is a bad bet

I love Las Vegas and I haven’t gambled there in 20 years and I’ve been there a few times in tha...

Never let grudges get in the way of doing the right thing

I always joke that I get rid of old grudges to make way for new ones. A few years back, an advisor ...

Right about Auto-Enrollment, I got that going for me

People are flawed, except for saints and Popes. One of my many flaws is that I enjoy being right. I...

The silent treatment

As we are reminded daily by sad news that life is too short, I think it’s important to tell peopl...

Falling stock market is an opportunity

There were times in my life when I needed help and just didn’t get it. One of my favorite quotes ...

We have a cost communication problem

According to Sharebuilder 401(k). 74% of small businesses still don’t offer a retirement plan for...

It’s tough out there

It’s easier to push 401(k) plans when times are good. Times aren’t good and it’s a tougher se...

Timing is everything

In the 1970s, the Phillie Phanatic was born. While Mr. Met was the first mascot in baseball history...

They have to play by the rules

When it comes to my law practice, I have an open phone call policy. I entertain phone calls from fi...