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financial_media

In The News

We actively participate in a variety of media projects with the goal of helping clients and consumers learn more about financial issues. Here are selected articles to which we contributed (for a full listing, please visit our website): Boca Raton Observer, Richard Westlund, November 2012, “Sharing The Wealth: How To Leave A Legacy For Charity […]

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women business owners

Adam Financial Associates, Inc. Receives National Certification By Women Business Owners Group

We are proud to announce that our firm, Adam Financial Associates, recently received national certification by the National Women Business Owners Corporation (NWBOC) as a woman-owned and woman-controlled business. Fewer than 8% of comparable firms in our industry are owned by women, according to data from Cerulli Associates. Why does this matter? Women advisors bring […]

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financial_media

In The News

We actively participate in a variety of media projects with the goal of helping clients and consumers learn more about financial issues. Here are some of the recent articles to which we contributed (for a full listing, please visit our website): Sun-Sentinel, Donna Gehrke-White, August 12, 2012, “Some boomers to their mortgage: ‘Til death do us […]

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iphone-home-screenshot

Access Your Schwab Accounts On The Go

Now our clients can access Schwab information anytime, anywhere. Stay connected to your money with Schwab Mobile apps, and get up-to-the-minute account information and mobile check deposit features, using your Android, iPhone, iPad, or Kindle Fire device. Ready to connect?  Just visit the Schwab Mobile website or call our office for more information!

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financial media

In The News

We actively participate in a variety of media projects with the goal of helping clients and consumers learn more about financial issues.  Here are some of the recent articles to which we contributed (for a full listing, please visit our website): Kiplinger’s Retirement Planning Guide 2012, Kim Lankford, “Caught in the Middle” How to cope when […]

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trees1

Got (Too Much) Mail?

Too much paper in your mailbox?  Are too many trees dying for the prospectuses and annual reports that you don’t even read?  If so, eDelivery enrollment is for you.  It is a simple and convenient solution to cut down on unwanted account-related mailings from Charles Schwab. Clients choosing  to enroll in eDelivery have the option of […]

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If you missed our May-June 2012 newsletter, it’s now available on the website. Check it out for new articles on: What to do when retirement comes too early Coping with market volatility Bond party coming to an end … sometime Is your home sweet home becoming a money pit? Timing Social Security benefits Best 529 […]

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financial_media

In the News

We actively participate in a variety of  media projects with the goal of helping clients and consumers learn more about financial issues. Here are some of the recent articles to which we contributed (for a full listing, please visit our website): CNNMoney, Jeanne Sahadi, May 21, 2012, “Fiscal cliff: Market sting may come sooner” Sun-Sentinel, Donna Gehrke-White, […]

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financial_media

In the News

We actively participate in a variety of  media projects with the goal of helping clients and consumers learn more about financial issues. Here are some of the recent articles to which we contributed (for a full listing, please visit our website): Kiplinger, Kim Lankford, May 2012, “Navigate a Course for Long-Term Care” Sun-Sentinel, Donna Gehrke-White, May 1, 2012, “Is 15% […]

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caregiver and mother

Did You Miss Our Luncheon Seminar on Caregiving?

Did you miss the Thursday, April 19 client luncheon we hosted on caregiving featuring special guest Knyvett Lee?  Knyvett is Executive Director/CEO of CareSource, a not-for-profit social services agency in Fort Lauderdale, Florida, and is an expert in care management, guardianship and elder advocacy. Knyvett and I first met about twenty years ago when I was a Trust Officer for a South […]

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