Monthly Archives: November 2015

End of Year Tips For Retirement Plan Sponsors

My latest JDSupra.com article can be found here.

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Beware of sending gifts to Plan Sponsors

I have been a New York Giants football since the days of Ray Perkins, Brad Van Pelt, and Joe Danelo. 4 Super Bowl victories have been far more rewarding than my time as a Mets fan. Thinking about football reminded … Continue reading

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Advisors Advantage

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

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