Monthly Archives: June 2017

Let Former Employees Roll Their Money Out

One of the rules I live by is that I believe that you should never let someone who dislikes you be in a position where they can hurt you. Let’s just say that I worked for someone who should have … Continue reading

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When trust is gone, turn out the lights

I’ve gone back into collecting sports cards because I need hobbies these days since I’m no longer involved in my synagogue and one of the interesting things I’ve discovered are something called card breaks. A sports card dealer buys a … Continue reading

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Retirement Plan Advisors Advantage

My newest newsletter for retirement plan professionals can be found here.

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My problem with Target Date Funds

When it comes to consumer products and food products, we have stringent labeling requirements. Products must have the contents to support that they are Made in the USA, organic, and juice in order to put that claim on their products … Continue reading

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