"When we started the program three years ago, I think I had 4 plans. Today, I manage over 55 different plans and will look to add probably 30 more plans this year."
~ K. Gray, 401k Coach® Member

Charlie featured in Business West article "Chapter and Verse" written by George O'Brien

March 23, 2012 (comments: 0)

"Charlie Epstein says that, as he was pondering a title for his recently released book, he was, for a very short time by his estimation, thinking about something Steven Covey-like — “maybe ‘Nine Habits of Highly Successful Savers.’”

But while those habits, or principles, as he calls them, are, indeed, the foundation of the book, and he has a patent pending on them, he opted instead for a phrase he started putting to use several years ago  — ‘paychecks for life’ — because he believes it’s far more forceful, attention-grabbing, and to the point. And it also helps him in his quest to entertain as well as educate, a quality he maintains is missing from most everything else that has been written on the subject."

Read the entire article HERE

Go back

Add a comment