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Being a late boomer myself, born in 1960, I am very aware of the attitude that many of my contemporaries have toward technology. Many have spent their careers using Microsoft office and are comfortable with spreadsheets and word processors. But mention any social media other than Facebook and they start to look for a way to change the subject or end the conversation completely. They believe having an Amazon Prime accountant constitutes being on the cutting edge technology.

That attitude must and will change in the coming years as many boomers will need to reassess what their retirement will look…


Dear Tom,

I know you don’t know me but I know some things about you and I’m here to help. I know you’re going through a tough time, both personally and financially. I was recently in the same position as you are now but I firmly believe I’m finally coming through it. For the first time in a long time, I see that light at the end of the tunnel and don’t get the feeling that it’s an on-coning train.

You see, in February 2006, I made 12 million dollars. In one month! But six years later, it was gone…

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