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common-thread

There is only one common thread about bad 401(k)

I always say one of the beauties of retirement plans is not one is alike. They are like snow flakes ...

super-lawyer

Meeting Client Expectations Even If You’re A Super Lawyer

A few weeks back and I was waiting at the train platform and I met a former client of mine from my l...

peer-pressure

Saying Everyone Is Doing It Is No Excuse

A big part of my practice is assisting financial advisors, third party administration (TPA) firms, a...

luke-cage%2c-tv

Too much TV, too little time

I remember at the turn of this Millennium and how I found this red flyer about something called Netf...

Walter White (Bryan Cranston) - Breaking Bad _ Season 5b _ Gallery - Photo Credit: Frank Ockenfels 3/AMC

Avoid the Walter Principle

Since I’m a big fan of business and human interactions, I’d love to throw out another ma...

indexbrokers

Some Brokers Will Leave, But Not Like What They’re Saying

Experts saying how many brokers are going to leave the retirement plan business reminds me of the ra...

school-bullying

The thing about bullying

This month is apparently Bullying Prevention Month and I just need to put my two cents out there. Bu...

bic

The problem with the BIC

The biggest hallmark for the new Fiduciary Rule is the best interest contract exemption and the need...

naked-gun

Complying with The Fiduciary Rule is feeling your way around

I am a huge fan of the Airplane! and Naked Gun films of the Zucker Brothers. Not to be crass, but a ...

Florence Henderson as Carol Brady and Robert Reed as Mike Brady in the Brady Brunch episode, "Getting Davy Jones." Original air date, December 10, 1971. Season 3, episode 12.  Image is a screen grab. Copyright ©1971 CBS Broadcasting Inc. All Rights Reserved. Credit: CBS Photo Archive.

The IRS Voluntary Compliance Program Is Like Your Parents

As a child, you’re usually told by your parents that they just want to hear the truth and that...