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 selected articles to which we contributed (for a full listing, please visit our website):

Boca Raton Observer, Richard Westlund, November 2012, “Sharing The Wealth: How To Leave A Legacy For Charity (And Not Alienate Your Kids!)”, Craig Guillot, November 1, 2012, “Higher international bond fund yields could boost your income”

Sun-Sentinel, Donna Gehrke-White, October 22, 2012, “Use the “bucket” approach to protect your retirement nest egg”, Craig Guillot, October 17, 2012, “Financial moves for expecting parents”

Detroit Free Press, Donna Gehrke-White, October 15, 2012, “5 Ways for baby boomers to cover medical needs in retirement”

Kiplinger Personal Finance, Kim Lankford, October 12, 2012, “Should you refinance your mortgage?”, Craig Guillot, September 21, 2012, “Should You Pay for Your Child’s College Education?”

Sun-Sentinel, Donna Gehrke-White, September 17, 2012, “Thinking of retiring? Save 8 years of salary”

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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