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…]

New Lower Price on eBook That’s Changing How People Are Viewing Retirement

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In preparation for the release of my new book, ‘Having “The Talk”: The Four Keys to Your Parents’ Safe Retirement’, I’ve repriced my bestselling ebook, ‘Safe 4 Retirement: The Four Keys to a Safe Retirement’. This eBook which is changing how people are viewing retirement has been repriced to $2.99 so that more people can [Read More…]

Identity Theft A Concern for Retirees

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UPDATE: Please visit my friend, Steven J.J. Wesiman, Esq and his site at Scamicide.com, where he highlights a new “scam of the day” and provides great advice about avoiding scams and identity theft issues! This is from a recent article I wrote for Marketwatch that provides valuable information on how to protect yourself from identity [Read More…]

Happy Holidays! Now Go and Have ‘The Talk’!

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Have you had “the talk” yet? No, this is not the one in which the parents talk to their kids about sex and hope that they actually still know more than their kids on the topic. This “talk” also includes parents and children but the concerns are different and are related to retirement and aging: [Read More…]

Adding Solar Power to Your Retirement Portfolio

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My recent article regarding solar power on Marketwatch.com stirred much discussion.  Here’s a brief part of it and I invite you to read the full article, here. To my wife, going solar made “green sense.” For me, the decision had to make “greenback cents.” It was when we viewed the decision in the context of [Read More…]

Using HSAs to boost your retirement funds

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One of the benefits of the health care discussions of the last few years has been the integration of retirement planning with the need to make smart health-care choices. Besides the smartest health care decision that anyone can make — exercise and eat smart — the decision making process related to health care has become [Read More…]

The Holidays Can Be A Great Time to Start ‘The Talk’

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Gathering around the family table for the holidays can be a joyous time.  Family members catching up.  Mom and Dad enjoying their place of honor at the head of the table with the grandchildren all around.  A flawless fresh turkey cooked to perfection with home grown vegetables complete the scene. Soon, the ‘Hallmark’ moment is [Read More…]