In the News

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?”, 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?”

About Mari Adam

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

No comments yet.

Leave a Reply