Archive | Financial Planning RSS feed for this section
Quote of the Week:  Caregiving

Quote of the Week: Caregiving

“One-quarter of adult children in the United States are currently providing personal care or financial assistance to a parent – a proportion that has more than tripled over the past 15 years.” AARP

Read full story Comments { 0 }
Secrets of Successful Retirees

Secrets of Successful Retirees

Don’t take our word for it.  Take theirs. For the fifth consecutive year, Consumer Reports National Research Center polled over 20,000 readers to ask them what what they did right and wrong in preparing for retirement.   Boy, did they get an earful. We’re not surprised by the results.  In fact, they are right in line […]

Read full story Comments { 2 }
college

College Dreaming

For those of you who are parents of high school seniors, you know far too well the agonies of  the college application season.  It’s a seemingly endless marathon of tests, applications, essays, recommendations, and documentation, and soon it will all be topped off with the heart-breaking thin letter of rejection or the joyful fat letter of acceptance.  […]

Read full story Comments { 0 }
financial literacy

Yikes! Financial Literacy is Already “Dismal” and Worsens as We Age

We’ve already been warned that the state of financial literacy is “pretty dismal” in the U.S.  If that isn’t bad enough, it looks like we understand even less about money and finances as we age. So says Annamaria Lusardi, a professor at Dartmouth and George Washington University (OK, I’m partial, it’s my MBA alma mater), who is an […]

Read full story Comments { 0 }
money parachute

Starting an Emergency Fund, and How Your Roth IRA Can Do Double-Duty

We recently worked with reporter Craig Guillot, a business and personal finance writer from New Orleans, on an article for Mint.com about starting an emergency fund.  You can check out the full article here.  In working with Craig on the article, we made the point about how a Roth IRA account can sometimes do “double […]

Read full story Comments { 1 }

“Let’s Make A Plan”

Your finances can’t manage themselves, but that doesn’t mean they won’t try. Bring all your finances together with the help of the one person who can — a CERTIFIED FINANCIAL PLANNER™ professional.  That’s the theme of the CFP Board’s first large-scale Public Awareness Campaign, with television advertisements running on national television cable networks including CNN, ESPN, Fox […]

Read full story Comments { 0 }
Time to develop a financial plan

Time to Make a Plan?

American professional baseball player Yogi Berra summed it up the best. If you don’t know where you are going, you might wind up someplace else. That’s certainly true when it comes to financial and retirement planning, and underlines the value of charting a clear course and seeking professional advice.  Research shows that people working with […]

Read full story Comments { 0 }
charting your financial future with Mari Adam, CFP

Charting your financial future

Welcome to our personal finance blog, which will focus on the financial planning and investment issues that affect you in your personal and professional life. Each day, we all face an unprecedented number of critical financial choices that often seem to require specialized knowledge and complex analysis. Many people are simply overwhelmed by the number […]

Read full story Comments { 0 }
giving thanks

Quote of the Week: Giving Thanks

“Be thankful for what you have; you’ll end up having more.  If you concentrate on what you don’t have, you will never, ever have enough.” Oprah Winfrey  

Read full story Comments { 0 }