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2C444AAC-3B3F-45B6-8196-DC7E031492D0

Mergers and acquisitions, call an ERISA attorney

If you have a client that is being bought out or is buying another company, the first thing you need...

D5F1F9B2-C835-490A-9209-F1FEFDB90EA3

Don’t trust again after getting burned once

When it comes to business and generally people, I treat people the way I’d want to be treated and ...

In God We Trust

Trust in this business does take time

Suppose someone you never met before comes up to you and asks whether they can stay at your house or...

45D533B3-EBAF-4BA7-8C33-3A6868F5751C

The lessons I learned from LinkedIn

One of the greatest tools in building my practice and enlarging my social media footprint in the ret...

pats

The Belichick story

I’m a fan of Bill Belichick, probably because he was the defensive mastermind of my New York Giant...

fios

When you show you don’t care, they get it

So the afternoon before Thanksgiving, my Verizon FIOS went down and wasn’t coming back so quickly....

aapl

Stick to your price

The only bad thing about smartphones is when you have to shop for another one. So my wife and I went...

sammy

The lesson of Sam Adams

When I first started drinking beer, I hated it. Then again, when it came to the quality of it, it wa...

asdff

Cash balance is worth the discussion

When talking to a prospective client that deals with professional services or have deep pockets, it...

800AD370-4BA0-439E-8002-FF4B3891ECB1

Always think outside of the box to add to your practice

I’ve probably said enough about the time that I came up with the crazy idea of having Sal The Stoc...