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.