Monday, September 21 is World Alzheimer’s Day. If you’ve had friends or family members who have suffered from Alzheimer’s disease, that makes it a very meaningful day of the year. More than 5 million Americans are living with Alzheimer’s disease, according to the Alzheimer’s Association. Almost two-thirds of those affected are women. It is the […]
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Elderly Care in Times of Pandemic
We’re pleased to share with you a guest blog from our colleague Linda Ames Lyon, CFP®, MBA. Linda serves as Associate Advisor with Mercer Advisors in its Washington D.C. branch. She writes about the very personal journey she went through with her husband as they discovered her aging mother-in-law needed a higher level of care. […]
Quote Of The Week: Amazing Advances In Life Expectancies
“Four million years of evolution extended average life expectancies by 11 years. But over the last 120 years alone, we’ve extended life expectancies on this planet by an additional 40 to 42 years. We sometimes forget that 50% or more of all economic growth in the world can be attributed to public health and medical […]
Quote Of The Week: Aging In Place Is Easier Said Than Done
“Aging in place can be more challenging than you might expect. While most seniors say they want to age in place, a much smaller percentage of them actually manage to accomplish it, studies show.” Mary Kane, Associate Editor, Kiplinger’s Retirement Report, “Moves to Make Now To Age in Place,” January 28, 2020 The Takeaway: Most […]
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 […]
It’s Medicare Open Season: Do You Need To Take Action?
If you are 65 or over, there’s an important deadline coming up you need to know about. It’s open enrollment season for Medicare, and it runs from October 15 to December 7. What does that mean? During the October 15 through December 7 annual enrollment period (AEP), you can make changes to your Medicare coverage for […]
What’s A Trusted Contact, And Why Do I Need One?
Several of our clients are receiving reminders from Charles Schwab & Co. to name a Trusted Contact for their accounts. Here’s some information to help you understand what a Trusted Contact is, and why you should consider naming one. What’s a Trusted Contact? A “Trusted Contact” is a person that you authorize your brokerage firm […]
How Caregiving Duties Are Pushing More Women Out Of The Workforce
Many working age women (and men) – and quite a few of our clients – are caring for aging parents. That’s a difficult and often exhausting job. A recent New York Times article on the reality of caregiving (“Why Aren’t More Women Working? They’re Caring for Parents”) showed how women caregivers are often forced to drop […]
Florida Among Best Places To Start A Small Biz
Dreams of starting your own business? You’re in the right place in Florida. Our state came in 6th place in Wallet Hub’s annual survey of best and worst places to start a small business (Texas and Utah took the top spots). Florida has an outstanding “business environment,” says Wallet Hub, but lost ground with its slightly […]
Today’s Savings Tidbit: On The Job After Age 70? You Can Still Do Wonders!
We have more than a few clients who are still on the job after age 70. Many of them are business owners, and they love what they do. Some intend to stick around until they ultimately sell the business or transition it to the next generation of owners. Most of these business pioneers are well […]
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About Mari Adam, CFP®
Mari Adam, Certified Financial Planner™ and President of Adam Financial Associates Inc, has been helping individuals and families chart their financial futures for twenty five years. Mari has appeared in publications such as Business Week, CBS MarketWatch, Wall Street Journal, Kiplinger’s, Newsweek, and Money Magazine.
