Category Archives: Retirement Plans

My latest JDSupra.com article can be found here.

I remember when I was in law school and we moved into a new building a few blocks away from the main campus. The computer sync site at the new building had a number of Apple Macs and the former … Continue reading →

When I was a freshman at Stony Brook, there was a shooting on campus as a rap concert when this rapper Special Ed didn’t want to perform after arriving at 2 am for a show that was supposed to start … Continue reading →

My latest newsletter geared towards financial advisors can be found here.

My latest article for JDSupra.com can be found here.

I am pleased and honored to announce that Diane DeSimone, Stony Brook Class of 2015 is the winner of the 2014 Rozalia and Emil Berla Scholarship Fund. I started The Rozalia and Emil Berla Memorial Scholarship Fund at my alma … Continue reading →

I prepare my own income taxes because my tax LLM degree and years working on ProSeries gave me the experience to effectively do that. When it comes to treating my allergies, I delegate that role to the person with the … Continue reading →

My latest newsletter can be found here.

My latest JDSupra.com article can be found here.

I talk to a lot of advisors and I have many advisor clients around the country and one of the things that I keep on hearing is that even with fee disclosure regulations almost 2 years later, it is still … Continue reading →