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...]

Locating near family not always the best move

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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…..

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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...]

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...]