“Too many Americans think that once you are on Medicare everything is free, but that’s not the case.” Hope Manion, Senior Vice President, Fidelity Workplace Consulting, as interviewed by Andrew Welsch, Barron’s, Here’s How Much You Can Expect to Spend on Healthcare in Retirement, May 17, 2022. The Takeaway: For over 21 years, Fidelity has researched what […]
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Gift And Estate Tax Changes For 2022: What You Need To Know
The IRS just announced important gift and estate tax changes for 2022 that you’ll need to know. Higher Gift Limits The annual gift exclusion increases to $16,000 for calendar year 2022, up from $15,000 for calendar year 2021. That’s the amount you can gift to anyone during the year, whether children, family, or friends, without […]
Considering A Move To A Retirement Community?
A shout out to one of our very astute clients for recommending a great consumer guide for people who may be considering a move to a retirement community. It’s called the Consumer’s Guide to Continuing Care Retirement Communities, and it’s issued by the National Continuing Care Residents Association. That’s a non-profit organization of residents and prospective residents of […]
4 Facts To Understand So You Don’t Outlive Your Savings
Retirement today is a whole new ballgame, and it might run a few extra innings. That may not be the best sports analogy, but it’s one of the main takeaways from an online conversation sponsored by Barron’s with gerontologist and aging expert Ken Dychtwald, CEO and founder of Age Wave. Dychtwald is a prolific writer and […]
Top Reasons For Working Past 65
Older Americans are living longer than ever. So it should be no surprise that many plan to continue working into retirement to keep busy and stay mentally fit, reports Jacqueline Sergeant for Financial Advisor magazine. By 2026, almost 1/3 of all individuals in the 65-to-74 age group are projected to be gainfully employed, according to […]
Thinking Of A Life Care Community?
We took time out last week to visit John Knox Village (JKV), a Life Plan Community located to our south in Pompano Beach, Florida. As many of you may know, JKV is situated on 70 acres between Ft Lauderdale and Boca Raton, and celebrated its 50th anniversary last year. Mari has been visiting clients who […]
About Mari Adam, CFP®
Mari Adam, Certified Financial Planner™ has helped hundreds of individuals and families build wealth and plan for a more secure financial future for over 30 years. Her advice has appeared in publications such as Wall Street Journal, Kiplinger’s, Money Magazine, Business Week, and CBS MarketWatch.
