close

Be Real

When my grandmother was going in for surgery to remove the tumor on her Pancreas, I told my grandmot...

That possible RMD issue and what it means to you

While President Trump signed an Executive Order that directs the Department of Labor to promulgate r...

It Could Be You

Prior to starting my own law firm, I made many different employer changes over the years to the poin...

The Fiduciary Rule lives on

As referenced in the episode “The Foundation” from Seinfeld, Dr. McCoy did say at the end of Sta...

Let’s not be celebrating about Open MEPs yet

My daughter is 11 and will be celebrating her 12th birthday this October 25th. When she was only 5 y...

There are no guarantees in this business

I was in college and a political friend guaranteed that if we formed a political party to take over ...

The Death of Sears and what it means to you

Sears isn’t dead yet, but it’s a matter of time. It was amusing when the leadership at Sears sug...

There has to be a better way than 10/15

I hate to do things last minute. I passed three different state bar exams and I never studied the da...

That Sal The Stockbroker Event

The idea of That 401(k) Conference is based on creating memorable events and it probably can trace i...

Advisors Need To Look Beyond The 401(k)

Too often brokers and financial advisors think about their client’s retirement plan needs and only...