Why I am in a band?

Clearly, it is unusual for a 66-year-old CPA to play drums in a bar band. Along with my friend and bass player, Jeff Strout, I have held down the rhythm section for the Bourbon Brothers band for eight years. Although disclosing this fact is a great icebreaker at parties, and even when meeting new clients, […]

Your 5-Step Retirement Plan

If you’re planning to retire sometime in the next 10 years, here’s some crucial advice: Take a very hard look at your 401(k). While employer-sponsored savings plans, such as 401(K)s, usually are a great place to stash money during most of your working years, they may not be as great if you’re getting ready to […]