In the News

By Mari Adam on May 7, 2012 in Company & Community News, Financial Planning, Investing, Making, Spending, and Saving Money

We actively participate in a variety of media projects with the goal of helping clients and consumers learn more about financial issues.

Here are some of the recent articles to which we contributed (for a full listing, please visit our website):

Kiplinger, Kim Lankford, May 2012, “Navigate a Course for Long-Term Care”

Sun-Sentinel, Donna Gehrke-White, May 1, 2012, “Is 15% the new 10% for saving for retirement?”

Quicken.com, Craig Guillot, April 4, 2012, “Smart Ways to Spend Your Inheritance”

Financial Planning, Kyle Spencer, February 2012, “Short Term Lending: Helping clients deal with cash flow issues”

Florida Trend, Cindy Krischer Goodman, April 2012, “Where are you advising clients to invest while remaining cautious?”

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About Mari Adam

Mari Adam, Certified Financial Planner™ and President of Adam Financial Associates Inc, has been helping individuals and families chart their financial futures for over twenty-five years. Have a question about your financial situation? Ask Mari!

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Adam Financial Associates is a tradename. All services provided by Adam Financial Associates investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer”), an SEC registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Adam Financial Associates. All expressions of opinion reflect the judgment of the author as of the date of publication and are subject to change. Some of the articles, research and ratings shown in this presentation come from third parties that are not affiliated with Mercer Advisors. The information is believed to be accurate, but is not guaranteed or warranted by Mercer Advisors. Content, research, tools and stock or option symbols are for educational and illustrative purposes only and do not imply a recommendation or solicitation to buy or sell a particular security or to engage in any particular investment strategy. For financial planning advice specific to your circumstances, talk to a qualified professional at Mercer Advisors. Past performance may not be indicative of future results. The articles and opinions in this publication are for general information only and are not intended to provide specific advice or recommendations for any individual. Entire publication © 2021 by Adam Financial Associates, Inc. All rights reserved.