Broker Check


What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.


Friday, March 30, 2018

Many of our best referrals come from estate planning attorneys. Why? Here’s a story to illustrate: John and Mary have worked hard and saved all their lives. He worked for the same company for 30 years and has a good pension. Mary...


Friday, March 16, 2018

I recently attended a two-day workshop in Orlando with Ed Slott, America’s IRA Expert™. Ed Slott, a New York CPA whom you may have seen on TV during annual PBS pledge drives, has made it his mission to educate advisors,...