Retirement Plan


3 reasons to retire in a city

Many workers imagine themselves retiring and living along sandy beaches, or in quiet, wooded areas offering optimal peace and quiet. Others, meanwhile, dream of retiring in cities and enjoying the vibrancy that tends to come…






The Holiday Season, That Other Tax Time

With the holiday season in full swing, most small business owners find themselves focused on year-end sales and the outlook for 2015, while attempting to take well-deserved vacations and reconnect with family and friends. Unfortunately,…


The Great 401(k) Rip-off Redux

A few weeks ago, I wrote on this topic. I have been kind of consumed with it lately, as it’s the topic of my next book and where my practice is focusing at the moment….