A Glimpse into Focus

By Ralph Bender, MBA, CFP®

Ralph and Mark both attended one of the most highly regarded conferences in the financial services industry, LPL Financial’s annual Focus, held this July in Boston. This is a big event. 7000 people make it happen. Ralph and Mark arrived a day early to serve on special...

Junior Doesn’t Trip the TSA

By Ralph Bender, MBA, CFP®

TSA Pre-Check is one way frequent travelers reduce the stress of air travel. After paying a one-time fee of about $100, submitting fingerprints and a personal interview, the TSA does a background check. If the traveler meets the requirements, a “Known Traveler Number”...