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World Traveler Sets Her Sites on New Retirement Adventure And Career #4

Introduction: There is nothing more inspirational or powerful than watching a woman transform her life to create new opportunities and possibilities for herself. As we approach July 4 and the celebration of our nation’s Independence, join with us in celebrating some of these women as they share their stories – in their own words – […]

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How I Launched A Totally New Career & Became An Entrepreneur In My 60s

Introduction: There is nothing more inspirational or powerful than watching a woman transform her life to create new opportunities and possibilities for herself. As we approach July 4 and the celebration of our nation’s Independence, join with us in celebrating some of these women as they share their stories – in their own words – […]

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How I Went To Law School In My ’40s And Changed My Life

Introduction: There is nothing more inspirational or powerful than watching a woman transform her life to create new opportunities and possibilities for herself. As we approach July 4 and the celebration of our nation’s Independence, join with us in celebrating some of these women as they share their stories – in their own words – […]

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Gloria Vanderbilt Didn’t Leave Her Fortune To Her Kids. Should You?

Gloria Vanderbilt, socialite, heiress and successful fashion designer, died last week at age 95. Years ago, she reportedly decided not to pass on her substantial fortune to her children, including CNN anchor Anderson Cooper. In a 2014 interview with Howard Stern, Cooper explained why he was OK with her decision.  “My mom’s made clear to me […]

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What I Learned About Financial Planning In My Week “Down Under”

It was fantastic, instructive and inspirational, but way too short.  Our whirlwind week Down Under is unfortunately over and we’re safely back home (even my suitcase, which went walkabout for three days, had the good sense to finally come home!). I had the privilege of traveling to Australia as part of the U.S. Financial Planning Association’s […]

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Brad Goldstein Earns the Financial Paraplanner Qualified Professional (FPQP™) Designation

Adam Financial Associates, Inc. of Boca Raton, Florida is pleased to announce that the College of Financial Planning has granted our colleague Brad Goldstein the Financial Paraplanner Qualified Professional™ (FPQP™) designation. More about the Financial Paraplanner Qualified Professional™ Designation The Financial Paraplanner Qualified Professional™ is a key player on the financial planning team, with demonstrated competence in gathering, […]

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american dream

Getting The Holiday Spirit: How You Can Save Taxes & Support The American Dream

There’s nothing more American than changing your life through the pursuit of higher education. That’s why South Florida’s  Broward College sponsors the American Dream Scholarship fund. It helps needy students cross the finish line to obtain their degree. The program has rigorous requirements, and benefits working, local students who are pursuing a degree in a high demand […]

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HGTV stars Drew and Jonathan Scott Show How to Redecorate That Empty Nest

When my kids went off to college, I reveled in having my home back to myself again. One of the first things I did was repaint and redecorate the kids’ rooms to make up for years of wear and tear. Of course, like many other kids, mine boomeranged back home again, but we all still […]

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Harry Potter Star A Wizard At Saving Money … Without Using Magic

British actor Daniel Radcliffe has starred as Harry Potter in all 8 films of the series, which have grossed over $7.7 billion worldwide at the box office. The 27-year old hasn’t done too badly himself, raking in over $92 million in earnings. He earned a very “modest” $145,000 with the first film, increased to $3 million […]

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kiplinger's june 2016

Boca High School Teacher Brett Burkey Featured in Kiplinger’s

Yes, that is indeed Spanish River High School econ teacher Brett Burkey in this month’s Kiplinger’s magazine! Seems Kiplinger interviewed Burkey back in 2006 to talk about the investment strategy he used in his own retirement portfolio, and checked back in with him this month for a quick update. Burkey teaches economics at Boca’s Spanish River […]

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