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’s Retirement Planning Guide 2012, Kim Lankford, “Caught in the Middle”

How to cope when both your parents and your kids need help making ends meet.

Sun-Sentinel, Donna Gehrke-White, June 17, 2012, “Single women earning more money, degrees”

Single women step up to the plate with life, money and career decisions. (Our own Lisa Green was interviewed for this article.), Craig Guillot, June 15, 2012, “Check your insurance coverage as hurricane season arrives”

It’s that time again! Make sure your property is protected from Mother Nature.

Consumer Reports: Money Adviser, Greg Daugherty, July 2012, “5 Easy Ways to Save More”

Boost your retirement savings using these simple and easy solutions.

Sun-Sentinel, Donna Gehrke-White, May 29, 2012, “More investing in legacies rather than leaving inheritances”

How South Floridians are leaving a lasting legacy and helping others.

Sun-Sentinel, Donna Gehrke-White, May 23, 2012, “Young workers especially wary about stocks in 401ks, IRAs

Time is on their side, but market volatility has many of them spooked.

CNNMoney, Jeanne Sahadi, May 21, 2012, “Fiscal cliff: Market sting may come sooner”

What happens when tax hikes and spending cuts collide.


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!
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