How do you measure success?

How do you measure the success of your 401(k)? Most of us would probably answer “great investment performance” but very few business owners have any idea how their overall 401(k) plan has actually fared. To find out, look at your IRS Form 5500, Part III, Line 8b “Other income (loss)”and divide that number into the […] […] Read more

No One Really Wants To Be “Vice President”…

No one really wants to be “Vice President”… unless you work in the financial services industry.  I often hear people tell me that they work with the “Vice President” of XYZ brokerage house, and are crushed when I am unimpressed. Here is the secret:  The Vice President title is given out to brokers for generating […] […] Read more