Providing Business Knowledge and Resources for Retiring Baby Boomers

My vision is to help boomers, retirees, and seniors navigate the future. I have gained knowledge from my experience as a CPA, financial executive, and consultant to provide resources to help people achieve their goals and manage the future.

This web site combined with writing books, booklets, and articles allows me to help more people rather than providing advice to a few clients. An example is the information provided on when to file for Social Security. I provide new material and resources going forward.

I have experienced and lived through most of the issues facing boomers as they retire and start their new lives. This motivated me to write Navigating Retirement and the Challenges of Aging. The book is available on Amazon. If you would like to learn more about it you can download the first chapter for free at the this link: NR_Promotion_Chapter 1.pdf.


My books, booklets, and articles are focused on helping boomers and businesses. I developed an eldercare service model that will benefit CPAs interested in creating a elder practice as well as older adults looking for assistance.

My goal is to help boomer businesses get started, grow, and build value. Please feel free to contact me with your questions and suggestions.
 

Blog

The Self-Employment Option
When you can’t find a job, self-employment becomes an option. The big question is what kind of a business should you start? There are lots of choices so you need to really do your homework. One of the big factors is to find something that you truly have a passion for rather than chasing money. […]
Starting a New Business
Where do you start the process of figuring out how to start a new business? The best place to start is with you.

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