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…]

The Talk: Having purpose in retirement


A recent study by Fidelity found that ” sixty-five percent of adult children and parents agree that discussing retirement readiness is an important topic, but 72 percent disagree on the level of detail that has been covered to date; and only 11 percent of children believe the conversations were very detailed .” One thing I’ve learned in my work [Read More…]

5 critical health questions to ask parents


Having “the talk” with your parents about retirement and aging usually finds people primarily focusing on the financial aspects such as wills, estates, and financial considerations for care in one’s later years. If you’ve gotten through that part of “the talk” congratulations! However, “the talk” has a number of parts to it and what is [Read More…]

The Talk: Leaving a legacy in retirement


In the process of writing my book, “Having “The Talk”: The Four Keys to Your Parents’ Safe Retirement,” I’ve found that one of the ways that adult children can connect with their retiring or retired parents is to view the process of creating a legacy for them as a very fulfilling project that can be jointly undertaken. [Read More…]

The Talk: Secret to a longer retirement


As you know from reading my books and my recent series here on “The Talk” between adult children and their parents, I believe that there are “Four Keys” to living a long and safe retirement. Obviously all retirements depend upon having a solid financial foundation and fortunately there are many resources (including writers on this site and working with [Read More…]

The Talk: Social networking vital for retirees


The fourth key aspect of “the talk” and having a safe and long retirement is the need to stay involved. The building and nurturing of a strong social network for retirees is vital to their own longevity and their ability to weather the storms that will occur with later life. For the adult child of a retired [Read More…]

The Talk: Danger signs for elderly investors


Adult children of retirees and pre-retirees need to speak with their parents earlier, rather than later, about retirement and the need to address financial and life matters. That’s the major take-away of my book, “Having The Talk: The Four Keys to Your Parents’ Safe Retirement.” It’s a difficult discussion to have and that’s why most [Read More…]

Locating near family not always the best move

HWCaregiver

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…]

Six vital questions to ask your parents

Senior couple meeting with agent

The holidays are coming to an end. A new year beckons. Resolutions will be made and broken. What does the new year hold for you? What does it hold for your family? If you’re a retiree or someone planning on retirement, the questions and concerns that you have about this upcoming year will be many. [Read More…]

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

Family-Christmas

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…]