Heart Disease Resources That You Must Be Aware Of!

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I’ve found this wonderful collection of heart disease resources that you should bookmark and refer to regularly. Research and studies into heart disease continue to grow and this resource by Public Health lists the latest resources regarding heart disease.  Please have a look and pass the link on to family members and friends for their [Read More...]

Thriving in the Empty Nest – Google Hangout with Jack Tatar

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Here’s a recent Good Hangout that provides vital information for those empty nesters and those caught in the “sandwich generation”:

The Key to Retaining Assets!


If you’re a financial advisor or professional, this article will provide you the secret to retaining assets. As our population ages, advisors and professionals are finding that their clients are aging and when they “pass on”, those assets and relationships that you had and cultivated for many years leave your business because you haven’t made [Read More...]

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...]