Monthly Archives: June 2013

With every positive development in the retirement services industry, there is always going to be a few jokers who will take advantage of the situation to the detriment of the plan sponsors clients they are supposed to help. Concern about … Continue reading →

In my previous life (long story), I had a brother in law.  Yes, one of those. Despite similar interests, we were never friendly mainly because he had the personality approach that he didn’t care for anyone else. He wasn’t shy … Continue reading →

My latest JDSupra.com article can be found here.

After Hurricane Sandy decimated our house with five feet of water downstairs, we needed to replace our hot water heater and furnace. Our plumber got us a new hot water heater, but couldn’t find a new furnace. A neighbor had … Continue reading →

I am a very opinionated guy, I’m sure you have noticed. I’ve never been one to go with the flow, heck I’m a New York Mets fan and I have never watched an episode of Game of Thrones, Mad Men, … Continue reading →

Last weekend was the final game for my daughter’s second grade soccer team in Oceanside, New York, which is nice because so much of the community is involved.  It’s been a trying season since so many of us including our … Continue reading →

My latest newsletter geared towards retirement plan professionals can be found here.