Category Archives: Bersonal Posts

As a sports fan for life I have ridden the roller-coaster of emotions when cheering for my teams. The highs and the lows. But through it all there was the constant of Sports Center. The highlights. How many times did … Continue reading →

As partners, we share many of the same visions – some basic, some complex, some high and some low on the priority chart. But most of us share the same, fundamental goals: Produce more revenues, recruit more agents/advisors, find more … Continue reading →

As the year 2014 comes to an end, many of us tend to look back on the year and think about the things we did well and the things that did not go so well. Many times we think to … Continue reading →

In news out of Washington we hear another sad story about how the Pension Plans of the past, the time trusted institution of our fathers and grandfathers, are not working. This type of news is the perfect  example of why our … Continue reading →

The world of sports has often been used to help us as financial professionals. In an earlier blog post I mentioned Brian Gilder’s book “The Financial Playbook” and how our top rep used sports to help simplify complex concepts. Now … Continue reading →

December 14, 2012. It’s been nearly two years since a disturbed young man, Adam Lanza, opened fire at the Sandy Hook Elementary School in Newtown, Conn., killing 20 young children and six adults. With that in mind I wanted to … Continue reading →

Negotiation. The outcome of a negotiation can often be determined within the first five minutes of a meeting. Now if you are Vito Corleone, sometimes you have leverage that makes the outcome inevitable. For the rest of us, the art of … Continue reading →

The IRS recently released new rules regarding longevity annuities. like most IRS changes, these new rules have created an opportunity. The new rules, announced in July of 2014 are meant to address the financial risks of increasing life expectancy. With … Continue reading →

  Readers of my blog know that I often refer to my friend Bob Seawright’s blog as a source for good information and content. This week, Bob touched me in a different way as he tapped into my secret “Star … Continue reading →

I use to be a big fan of the show Seinfeld. It was must see TV in the years before DVR’s. You had to watch it Thursday night or you missed it. I remember one classic episode when friends of … Continue reading →