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…]

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


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…]

Working With Your Parents to Create A Legacy


In the process of writing my book, ‘Having “The Talk” With Your Parents About 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 project that can be jointly undertaken. The reality is [Read More…]

Making A Smarter Decision on Social Security


I was involved at a conference recently for the Retirement Income Industry Association (RIIA) and stuck around until the last speaker on the second day.  While looking out at the room filled with rolling luggage owned by executives and advisors catching their last smartphone emails before his presentation, the speaker joked how we was happy [Read More…]

Is There Another Option to Obama vs. Romney?

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For nearly six months I’ve been running a poll on this site asking my readers which presidential candidate they would vote for.  It’s provided an interesting trend that is similar to what we’ve seen in the general opinion polls.  Although my readers tend to be retirees or pre-retirees, the results mirror the near 50/50 split [Read More…]

A Caregiver Audio That You Need to Listen To!

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Jack Tatar speaks to Diana Denholm, author of The Caregiver’s Handbook about the challenges of caregiving.  In this powerful audio, Diana discusses her experiences being a caregiver to her husband.  Through this experience, Diana provides advice for each and every person who is either an existing caregiver or potentially in the role of being a [Read More…]

How to Avoid Making Mistakes

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One of my favorite books is David Seabury’s ‘The Art of Selfishness’.  Published in 1937, the basic message of the book is that to achieve success and greatness, one must find the their “true nature”.  This “true nature” is often found by focusing on one’s own needs rather than on those of others. At the [Read More…]

Adult Children & Advisors: Be Aware of Danger Signs for Elderly Investors!


One of the major parts of my speaking engagements focuses on how the 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.  It’s often viewed as a difficult discussion to have and that’s why most of us [Read More…]

Can You Forgive Like This Woman?


I want to state upfront that this woman is one of my heroes.  I was fortunate to meet Lisa Gibson recently and when I looked into her story and past appearances, I was literally blown away by her actions. Many of us can read the words that demand that we forgive our enemies but how [Read More…]