“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 […]
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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 […]
Why No One Likes IRMAA: Medicare’s Stealth Tax Targets Higher Income Retirees
We’ve gotten more than a few calls this week from clients about those nasty Medicare premium hikes. Specifically, we’re talking about increases in your Medicare premiums because the government says you made too much money. Here’s the scoop: All about IRMAA We’re talking about IRMAA (Income Related Monthly Adjustment Amount), which is an extra charge added […]
Quote Of The Week: Why Health Care Billing Is Totally Crazy
When his wife was told by her physician to get a routine medical diagnostic test, employee benefits consultant Carl Schuessler went to work comparing prices at medical facilities near his Atlanta, Georgia home. What he learned about medical pricing totally blew him away. Prices ranged from $450 to over $3,000 for the identical procedure. Some […]
Some Perk! Your Health Insurance Now Costing Nearly $20k Per Year
Does your family get health insurance through your workplace? Here’s some numbers that may shock you. The total cost of that insurance coverage, even before you pay for any doctor’s visits or other expenses out of pocket, is a staggering $20,000, reports CNN. In most workplaces, you (the employee) pay a small portion of the […]
More Money In Your Pocket: Are People Overestimating Health Care Costs in Retirement?
Here’s what may be some positive news about retirement. Several studies have estimated health care costs in retirement at $5,000 or more per year, per person. For 16 years, Fidelity Investments has surveyed retirees to get a good estimate of their health care costs. Their research has found that a typical 65-year old couple retiring this year […]
Balancing Being Mom With Work: Never An Easy Task
Work? Kids? Family? Friends? How is it possible to balance it all? It’s not easy, as we all know. I still have vivid memories of waking up at the crack of dawn, getting dressed for work, packing lunches, getting two toddlers ready for day-care drop off, then making it to an early morning work meeting, […]
Quote Of The Week: Becoming A Caregiver, 30 Years Earlier Than Expected
“There comes a point in time where everyone has to care for a parent. It just happened 30 years sooner than I ever anticipated it.” Interview with Adrienne Glusman, who became her mother’s caregiver at age 29, as interviewed by Clare Ansberry, “The Call to Care for Aging Parents Comes Sooner Now,” The Wall Street […]
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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.
