How I Got Started

Many of you ask about how I got started and about starting/maintaining a financial planning practice in general, so, here is a link to an interview I did recently for Investor’s Business Daily that discusses those issues (print version last week 2/25/19).

Advisor Builds a Successful Business, One Income Stream at a Time

I joked with the reporter that is must be a slow month if he was interviewing me.  He agreed...


Earlier this week we officially announced my "Retirement Bootcamps" coming up in Philadelphia (May 2} and in the Boston area (May 9).  I've held similar events - or as I like to call them, "Extravaganzas!" - in the Philly area, but this is the first time that I'll be doing it in the Boston area, so I am really excited about that.

It’s July and Fall college semesters start in a month or so.  And while parents are shopping for dorm necessities, they are also fretting about how they are going to pay tuition for the next four (or more) years.  One of my favorite quotes from a parent of a college student is that “paying tuition is like buying a luxury car every year and then immediately driving it off a cliff.”  That is how most parents feel.  The expense is daunting and there is no immediate ROI.