Thank you again to the Berger Institute at Claremont McKenna College for inviting me to talk to students last Friday about “10 Things Your Parents Never Taught You About Money (that you really need to know before you graduate).“ It’s always a lot of fun to meet with college students and hear what’s on their […]
Have you thought about your future long-term care needs? Roughly half of all Americans age 65 and older will need some kind of long-term care services. “As you plan for retirement, one of your primary goals should be ensuring that you’ll have sufficient assets to live comfortably for several more decades. If you or a […]
As a woman, I know how easy it is to put someone else’s needs ahead of my own. I think many women do it automatically when we have young kids at home, but it’s a pattern that often extends into the empty nest phase and even later years. There’s always an excuse. Maybe we’re too […]
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 […]
Is the open road calling your name? It is for more than a few of our clients. Anxious to get out of the house, but not so keen on traveling by air or staying in a hotel, more people are giving in to the lure of RV’ing. Some of our clients have been RV aficionados […]
Many of us are fortunate enough to be able to continue working remotely during the COVID-19 crisis, far away from the potential perils of the daily commute on public transit or sharing a workplace with others. But there is a downside to working from home. If it feels like the workday is getting longer, it’s […]
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. […]
Sheltering-at-home has been tough on many people during the COVID-19 pandemic. Some are lonely, some are bored, many miss seeing their grandkids, and more than a few have their hands full juggling work, childcare, medical concerns, and financial stress. That’s why I consider myself one of the lucky ones. For the last few years I’ve […]
Surprise! Here are the 8 most unexpected products that people have wanted to buy during the pandemic.
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.
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