Monthly Archives: March 2017

I have some simple rules to live by. I never bet on the Mets, eat at a place called Mom’s, play cards with a guy named Doc, or do business with family. Yet I have come across so many financial … Continue reading →

As a consumer, I have to say the thing that annoys me the most is when you call a company or a person and they don’t return the call or reply to the messages I left. It’s annoying because to … Continue reading →

The best third party administration (TPA) salesman I ever knew wasn’t happy with the typical GMC SUVs that he had leased in the past, so he wanted something more. After talking with the head of the company who he was … Continue reading →

I had a great interview with Bruce Johnston on this site about social media and I think one of the important lessons he taught was how LinkedIn wasn’t Facebook. It’s a networking tool and what you might post on Facebook … Continue reading →

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

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