Monthly Archives: May 2015

Sorry Lois or How I Started a Law Firm from Nothing

I always talk about my frustrating experience at a certain semi-prestigious Long Island law firm (sorry, Lois). I do it partly to rub my success in their noses because they never had faith in me, but mostly because the way … Continue reading

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How an Employer “Juice Up” Their 401(k) Plan At Little Or No Cost

My latest JDSupra.com article can be found here.

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Advisors Advantage

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

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A 401(k) Plan is a tool, it’s how you use it that counts

Before I had kids, I played golf. I took weekly golf lessons from a guy named Kenny. When it came to golf clubs, Kenny said that gold clubs were merely tools. It all depended on how you used them. My … Continue reading

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For Retirement Plan Providers, It’s All About Making A Connection

My latest JDSupra.com article can be found here.

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