How to Fix America’s Financial Health

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Wells Fargo has just come out with a new survey about the health of American adults. The good news is that most Americans feel that they’re in good or great shape physically (this may ease some concerns about health care costs), but the bad news is that less than half feel the same about being financially healthy. However [Read More...]

My Top 10 Retirement Articles from 2013


This is the first time that I’m doing a Top Ten List for the year but it seems fun to go over the wide range of topics I covered this year.  From Bitcoins to Long-Term Care to preparing your home for retirement, these articles struck a chord for readers this year. So here they are: [Read More...]

The Biggest Risk to Our Financial System is…..

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Every day it seems that I open my newspaper to reveal another top secret surveillance program by our government that we weren’t aware of.  Either we find out that the NSA is snooping on our mail or our email or our Facebook posts.  It seems that most people are now accepting that in a time [Read More...]

“Capturing the Talk: Creating a Life Inventory” Webinar on May 30, 2013


Please enjoy “Capturing the Talk: Creating a Life Inventory”, the second part of our 2-part Webinar series called “Breaking The Silence and Information Barriers Between Families”.  I hosted the first part “Having the Talk” and Carol Kaufman will be hosting this second part. “Capturing the Talk: Creating a Life Inventory” on Thursday, May 30th, 2013 from 12-1 [Read More...]

“Having The Talk” Webinar Presentation 5/23/2013


Please enjoy “Having the Talk”, the first part of our 2-part Webinar series called “Breaking The Silence and Information Barriers Between Families”.  I hosted the first part “Having the Talk” and Carol Kaufman will be hosting the second part. “Capturing the Talk: Creating a Life Inventory” on Thursday, May 30th, 2013 from 12-1 pm EST.  [Read More...]

Sign Up for a Free Webinar on ‘Having The Talk”


Breaking The Silence & Information Barriers Within Families A Free, Informative, Two Part Webinar Series Reserve your Webinar seat now at: https://attendee.gotowebinar.com/register/4947219934198672384 Part 1 – Having The Talk: Discussions Between Parents & Their Adult Children Join us for the first of two Webinars on May 23th, from 12-1pm, EST. Have you had ‘the Talk’ yet? [Read More...]

Americans Need a ‘National Safe Retirement Day’

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  Join with me as I propose that Americans create a day that allows them, on a yearly basis, to create or review their plans for retirement, or if already living in retirement, their current situation and lifestyle and examine how these items may require changes to their plan! I call it “National Safe Retirement [Read More...]

Safe 4 Retirement: The Four Keys to a Safe Retirement

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Safe 4 Retirement: The Four Keys to a Safe Retirement continues to help retirees and pre-retirees to create a long and safe retirement for themselves. Please spend some time on this site exploring the latest information around the Four Keys: Financial Preparedness, Health and Wellness, Mental Attitude and Staying Involved. You can access the print [Read More...]

‘Having The Talk’ Provides Game Plan for Required Discussion Between Adult Children and Parents

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I’m proud to announce that my new book, ‘Having The Talk: The Four Keys to Your Parents’ Safe Retirement‘ has just been released and is now available on Amazon and at local bookstores everywhere.  It will soon be available as well in your local Barnes & Noble. This book grew out of a conversation that [Read More...]

The Importance of Mental Attitude in Retirement

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One thing I’ve learned in my work with retirement and seeing people live longer and safer in retirement is that attitude is a key driver for success. A positive attitude and having purpose in retirement are “details” that can create a safe retirement and they need to be including as part of “the talk” between [Read More...]