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…]

‘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…]

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…]

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


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…]

Locating near family not always the best move


The value of having and maintaining a strong social structure is critical to the happiness and longevity of those in retirement. A strong social structure is built upon the foundation of friends and family members who help to support, nurture, entertain and bring joy into the lives of those enjoying their “golden years.” Many of [Read More…]

The Biggest Risk to Our Financial System is…..


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…]