You may have already heard that a Health Savings Account (HSA) is a great, tax-friendly way to cover those future medical bills. Think of it as something like an IRA for health care. But if you have a Health Savings Account (HSA), like I do, you’ve probably asked yourself more than once whether your account […]
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On The Road With Fido And Fluffy
Love your pet ❤️? There’s about 85 million households in the U.S. that do. And with warmer weather on the way, it may soon be time to take Fido, Fluffy or Princess on the road, or maybe on a plane trip. But how do you know where your four-legged friend will be welcomed like the […]
What We Can All Learn From Luke Perry’s Untimely Death
Even if you never watched the 90’s hit show “Beverly Hills 90210,” it’s hard not to be shocked and saddened by the untimely passing of actor Luke Perry, age 52, who died after suffering a massive stroke earlier this week. The unexpected death of a favorite celebrity helps drive home what it means to be truly […]
Why We’re Lonelier Than We Used To Be, And What To Do About It
One of the trends researchers are seeing is a drop in social engagement among the age 55-to-64 crowd, compared to what was typical twenty years ago. Social engagement normally encompasses interaction with friends and family, and involvement with volunteering and spiritual groups, work and neighbors. Why this matters: Social engagement is critical to keep you […]
Travel Insurance: Why You Shouldn’t Leave Home Without It
“Medicare doesn’t cover medical costs outside the U.S.” That’s a good reminder from retirement expert Mary Beth Franklin on why you need travel insurance if you’re 65+. Mary Beth spent years at Kiplinger’s Personal Finance magazine and started a late-in-life second career as a Certified Financial Planner and Social Security expert. Travel insurance, says Mary […]
Premiums Skyrocket For Florida Long-Term Care Policies
Did you catch the article in Sunday’s South Florida Sun-Sentinel about how long-term care premiums are skyrocketing? The numbers are staggering. “Longtime Blue Cross Blue Shield of Florida policyholders have been notified by mail in recent weeks that annual premiums for their coverage will increase by an average of 94 percent through 2021,” writes Ron […]
You’re Invited! Girlfriend Getaways For The Solo Traveler (January 24-Lunch)
“It’s not fair,” said our client Emily* (not her real name). “I’ve worked really hard. I’ve saved money. I want to travel and go enjoy myself, but I don’t have anyone to go with.” Sound familiar? Many women yearn to travel, but their significant other would rather stay home and watch the game rather than […]
Save The Date! Thursday, January 24 – Women’s Adventure Travel Event
Details will be out soon, but travel-minded clients and friends will want to mark their calendars to join us for lunch on Thursday, January 24! We’ll be hosting travel entrepreneur Erja Lipponen at an office event. Erja’s the founder of WanderWoman and Eurynome Journeys, specializing in adventure travel and wellness tours for women. Erja will talk about […]
Thinking Of A Life Care Community?
We took time out last week to visit John Knox Village (JKV), a Life Plan Community located to our south in Pompano Beach, Florida. As many of you may know, JKV is situated on 70 acres between Ft Lauderdale and Boca Raton, and celebrated its 50th anniversary last year. Mari has been visiting clients who […]
Quote Of The Week: Millions Of Americans One Medical Emergency Away From Financial Ruin
“With more than 50 percent of U.S. households having less than $1,000 in savings and more than half of the workforce having a deductible greater than $1,000, millions of Americans are a bad stubbed toe away from financial ruin.” Dave Chase of Health Rosetta, as quoted by Dan Cook, “Out on a limb: Predictions for […]
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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.
