Chapter Eight: Abraham, Martin and John

May 8, 2017

  I love to write short stories that offer inspiration to those who read them. I have decided to capture these stories in a book that I hope to publish in 2017 (or maybe 2018). Every few months, I will send out another chapter that I am considering for the book so that I can

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Happy New Year!

January 4, 2017

Around this time of year I always like to send a New Year message to friends, family, clients, and colleagues to start out the year on a good foot. As we close the chapter on 2016 and look forward to what 2017 has in store for us, I am reminded of one of my favorite

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“Conflict of Interest” or “Fiduciary” Rule: A Plan Sponsor’s Q&A – Part I

September 12, 2016

This Q&A is excerpted from the August 2016 edition of the Retirement Times, published by RPAG.  After years of proposed regulation issuance, comment periods, drafting and anticipation, the Department of Labor (DOL) finally published final guidance regarding the definition of “fiduciary” on April 8, 2016. It is important for plan sponsors to understand the reasoning

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Chapter Seven: My Saab Story

September 2, 2016

I love to write short stories that offer inspiration to those who read them. I have decided to capture these stories in a book that I hope to publish in 2017 (or maybe 2018). Every few months, I send out another chapter that I am considering for the book so that I can get some

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I’m Too Young to Save for Retirement!

June 7, 2016

Too often, we hear the younger generation of workers tell us saving for retirement is not high on their priority list. It’s easy to understand why retirement may not be a main priority.

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Chapter Six: The “Flag Thing”

June 1, 2016

When my kids were young, I coached their Little League and softball teams for more than ten years. Before each game, we would line the teams up along the first and third baselines and have one player from each team walk out to the pitcher’s mound and hold the American flag.

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