‘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…]

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…]

How to get bitcoins into your retirement account

Most investors have little trouble making an “alternative investment” in their retirement account. The current “rule” of asset allocation calls for having about 5% -10% of your overall investment portfolio to be in “alternative investments” as a compliment to other assets such as stocks and bonds. Before 2008, alternative investments were discussed strictly as an [Read More…]

My risky retirement bet in bitcoins

I’m in search of a bitcoin investment for my retirement account — but that doesn’t mean that I consider bitcoins safe for retirement. By placing a bitcoin investment into my retirement account, I’m adhering to an asset allocation “rule” that suggests I should have some small portion of my overall portfolio in “alternative investments.” Alternative [Read More…]

Why I’m adding bitcoins to my retirement portfolio

“Practice what you preach” was the Golden Rule in my parent’s house. These days, this adage seems less a rule and more a relic of the past. Clearly few of our national leaders follow this rule. The same could be said of our most highly valued business leaders as well. Whatever happened to the law [Read More…]

Choosing a retirement community? Be a snoop

One of the things that I love to do during the Passover and Easter holidays is to catch up with old friends that I haven’t seen in awhile. One dear friend and I were getting nostalgic about my visits with him and his family during Passover in their small Brooklyn apartment when we were younger. [Read More…]