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caregiver and mother

Did You Miss Our Luncheon Seminar on Caregiving?

Did you miss the Thursday, April 19 client luncheon we hosted on caregiving featuring special guest Knyvett Lee?  Knyvett is Executive Director/CEO of CareSource, a not-for-profit social services agency in Fort Lauderdale, Florida, and is an expert in care management, guardianship and elder advocacy. Knyvett and I first met about twenty years ago when I was a Trust Officer for a South […]

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Quote of the Week: Caregiving Often Falls to Women

“The average caregiver in 2009 was a 49-year-old woman who had a job outside the home and spent nearly 20 hours per week providing unpaid care to her mother, according to a 2011 AARP Public Policy Institute study.” Emanuella Grinberg, CNN, April 9, 2012, “Caregiving for loved ones the ‘new normal’ for boomers” We hosted a […]

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Special Luncheon Invitation for Clients: Focus on Caregiving

According to AARP, one-quarter of adult children in the United States are currently providing personal care or financial assistance to a parent.  If you are already caring for a parent or other family member, or need to plan for what’s ahead, don’t miss our informal luncheon discussion on: Thursday, April 19  –  Noon to Two […]

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money-and-ring

Men vs. Women: Who is the Better Investor?

It’s the financial version of Mars vs. Venus.  Men and women have different styles when it comes to money.  But which gender’s skills translate into better investment results?  We all know it’s a gross oversimplification. But researchers do say that, in general, men and women display different money behaviors that affect the way they spend, […]

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Women Want More From Financial Advisors

Two-thirds of the world’s wealth will be held by women by 2030, estimates say. While men still make most of the investing decisions, women continue to narrow the gap.  In 2008, women controlled about 23% of the world’s wealth on average.  By 2009, that number had grown to 27%, with $20 trillion worldwide in the […]

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married and money

Young Singles: Already Behind at the Savings Game?

Singles are surging.  They number almost 100 million and make up 43% of the adult population in the United States. But therein lies a problem, at least when it comes to retirement savings.   Young singles (between the ages of 22 and 35) are about half as likely to open a retirement savings account and save for the future as their married […]

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Mari to Speak at Women Advisors Forum on March 13

      We are pleased to announce that Mari Adam has been invited to participate on the “Demystifying Decumulation” panel at the Women Advisors Forum, scheduled for March 13, 2012 in Boca Raton, Florida.  The panel will focus on how, as Baby Boomers age, advisors are tasked with transforming their strategies and practices along with them. The […]

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Women and Retirement

 On average, women live longer than men, and need more money to last them through retirement.  That’s why women need to make more of an effort to save regularly.  Learn how South Florida women are teaching others how to budget and save so they can have a comfortable retirement in this February 10, 2012 article by Sun-Sentinel […]

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