Safety First Retirement Tips

Get a Head Start

I know Usain Bolt holds the record in the 100 meter dash, but I can beat him to the finish line, IF I get a 5 second head start.  Would you like to get a head start on retirement?  We can do it with an In Service Rollover.  Since 2008, an increasing number companies have…
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Does Practice Make Perfect?

What I’m about to tell you will make you question my sanity.  I have been trying to get better at a hobby for over 40 years with no results.  I have taken lessons and I do practice.  I’ve bought new and improved equipment, but still the results are the same.  You know the saying, “Doing…
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Trust but Verify

Do you remember who first said the words, “Trust, but verify?”  It was Ronald Reagan in 1986 when he was negotiating with the Soviet leader Mikhail Gorbachev. (Actually he said it to him many times)  We naturally want to believe that people are honest and trustworthy.  In my many years of estate planning I have…
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