Category: Retirement Plans

401k Rebates

Don’t miss out on your 401k Fund Rebates!

May 30th, 2018 by

Rebates, coupons, cash back offers… it’s hard to keep track of what the REAL cost of anything is these days.From shoes to cars to 401ks, taking advantage of potential cost savings can be a full time job. This is exactly...

Read Post


Let’s KISS:  Keep It Simple, Stupid.

May 30th, 2018 by

Ever heard this before?  My high school literature teacher said it over and over again.  Maybe because she was tired of reading poorly written literary pieces from half-interested high school students but I have, nonetheless, carried her guidance with me....

Read Post


Facing Fears in Finances

May 30th, 2018 by

Having come in to the business in 2001 shortly before the 9/11 terror attacks, I have always been aware of the debilitating power of fear.  Six years later, I left an established practice to start my own office shortly before...

Read Post


Chocolate Vs. Bananas

February 13th, 2018 by

Would you agree to eat a healthier diet if the diet started next week instead of today? Researchers at Leeds University Business School say yes, you would. They asked people what they would prefer to snack on at a meeting...

Read Post