As if the spread of Coronavirus isn’t bad enough, clients need to be aware of the rapidly escalating number of Coronavirus scams. What scams are out there? The scams include websites selling fake products, and fake emails, texts and social media posts designed to steal your money and personal information. The emails and posts may […]
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Ain’t That The Truth: Sometimes The Big Ideas of Financial Planning Can Be Found On A Cocktail Napkin
The greatest wisdom can sometimes be found on a cocktail napkin. Who can disagree with this saying, shared on Twitter by @WomenWhoMoney?
Quote Of The Week: Aging In Place Is Easier Said Than Done
“Aging in place can be more challenging than you might expect. While most seniors say they want to age in place, a much smaller percentage of them actually manage to accomplish it, studies show.” Mary Kane, Associate Editor, Kiplinger’s Retirement Report, “Moves to Make Now To Age in Place,” January 28, 2020 The Takeaway: Most […]
It’s Medicare Open Season: Do You Need To Take Action?
If you are 65 or over, there’s an important deadline coming up you need to know about. It’s open enrollment season for Medicare, and it runs from October 15 to December 7. What does that mean? During the October 15 through December 7 annual enrollment period (AEP), you can make changes to your Medicare coverage for […]
Getting Health Insurance Through Your Job? Typical Family Coverage Now Costs $20k
You know it’s expensive. But just how much does your health insurance actually cost in 2019? The cost of family coverage for the typical employer health plan just passed the $20,000 mark ($20,576 to be exact), according to the nonprofit Kaiser Family Foundation. Your employer, on average, is picking up 71% of the cost. That’s […]
Smile! It’s National Dog Week
Here’s something to put a smile on your face. It’s National Dog Week from September 22 though September 28. Whether you have a faithful furry friend of your own, or you’re just a doting Fairy DogMother who pampers the neighborhood pets, there’s always something to celebrate when there’s a dog in the house. Two out […]
Women In Distress: Moving Forward Through Economic Empowerment!
It’s all about economic empowerment! Our South Florida chapter of the Financial Planning Association is sponsoring monthly financial literacy presentations for women residents at Women in Distress, a local full service domestic violence center serving the Fort Lauderdale area. For 45 years, Women in Distress has been helping domestic violence survivors and their families. Last month, […]
Medical Marijuana Goes Mainstream
I knew that medical marijuana had gone mainstream when one of my clients told me she was getting her medical marijuana card to deal with chronic shoulder pain. What made us have a chuckle together over her admission? My client is in her mid-80s. Not your typical pothead, right? Think again. Medical marijuana is a […]
How Caregiving Duties Are Pushing More Women Out Of The Workforce
Many working age women (and men) – and quite a few of our clients – are caring for aging parents. That’s a difficult and often exhausting job. A recent New York Times article on the reality of caregiving (“Why Aren’t More Women Working? They’re Caring for Parents”) showed how women caregivers are often forced to drop […]
Women: The Alzheimer’s Odds Are Not In Your Favor
If you’re a woman, the odds are not in your favor, at least when it concerns the likelihood of developing Alzheimer’s. The numbers show that women are more likely than men to develop Alzheimer’s. According to AARP, almost two-thirds of Americans living with Alzheimer’s disease are women. In fact, women in their 60s are actually […]
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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.
