Leaving a Legacy by Writing One


Alan Gelb, one of America’s best writing coaches, has written a book called “Having the Last Say: Capturing Your Legacy in One Small Story” that helps people to write a personal history that can be passed on to the next generation. Gelb likens the capturing of this personal history to the Jewish tradition of an [Read More…]

Senior Resources

Thanks for my good friends at EducatorLabs.com, here’s a nice listing of resources for seniors: Staying Healthy Over 50 http://www.helpguide.org/life/healthy_aging_seniors_aging_well.htm Falls and Older Adults http://nihseniorhealth.gov/falls/causesandriskfactors/01.html 22 Senior Health Risk Calculators for Healthy Aging http://www.calculators.org/health/aging.php Health Information for Older Adults http://www.cdc.gov/aging/aginginfo/index.htm Health & You: Seniors and Swimming http://blog.intheswim.com/health-you-seniors-swimming/ Planning Your Doctor Visit http://nihseniorhealth.gov/talkingwithyourdoctor/planningyourdoctorvisit/01.html Fire Prevention Preparedness [Read More…]

The “Achilles Heel” of the Financial Industry is Revealed…..


Wealth management firms, banks and online trading firms are pursuing the huge opportunity that exists with the transfer of wealth between the generations. In the pursuit of maintaining these assets in house between generations, the approach that firms have taken is the costly option of using online tools to entice younger investors into becoming new [Read More…]

‘Having the Talk’ with Rob Lowe About Families and Long-Term Care

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I had the pleasure of sitting down and having a very personal discussion with actor and family man, Rob Lowe about the need to have “conversations that matter” between family members.  Many of these “conversations” revolve around later life issues and echo many of the points that I made in my book, “Having the Talk.” [Read More…]

Easing, Not Plunging Into Retirement


Bringing on new-found freedom can be another misstep. “Enjoy yourself but don’t change your life that drastically, at least not initially,” cautions Jack Tatar, author of Having the Talk: The Four Keys to Your Parents’s Safe Retirement and four other books aimed at educating people about retirement. “Try to maintain as much of your routine [Read More…]

Is Apple Pay Really The ‘Bitcoin Killer’?

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Many of you know that in the interest of asset allocation and journalistic integrity, I’ve taken a dive into bitcoin investments.  For more on this please read my  previous articles on Marketwatch.com. I decided to place an investment with retirement funds into the Bitcoin Investment Trust (BIT).  The disclaimer information for the BIT investment should be enough [Read More…]

What millennials can teach boomers about retirement saving

“They don’t make movies like they used to!” I remember my dad criticizing me for spending my time and money going to see movies when I was younger that he felt were inferior to those he grew up with. For him, “Jaws” couldn’t stand up to “Gone With the Wind,” and Clint Eastwood couldn’t hold [Read More…]

Why your 401(k) needs a Roth option

Michael Gerali is a man on a mission. Michael is one of the authors of the controversial book, “What You Don’t Know About Retirement Will Hurt You!” (published by People Tested Publications, which I have ownership in). He makes the case that the financial planning model that’s been employed for decades, creating as much income [Read More…]

5 safety tips for seniors with smartphones

It’s not a good thing when the first thing you encounter in the morning is your teenager’s excitement about the coming of the iPhone 6 — while also recognizing that this new device comes with a $600 price tag. Well actually, the only thing more disconcerting than that is when your retired Mom or Dad [Read More…]

Retirement, bitcoins and asset allocation

Over a month ago, I embarked on a financial journey that was built around evaluating the asset allocation of my retirement funds. Here I now stand, a month older (not sure if I would say a month wiser), and I’m holding bitcoins in my retirement account. How did that happen? For those of you who [Read More…]