“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 […]
“Planning for Retirement? Plan to Live to 100”
“Planning for retirement? Plan to live to 100” Do these headlines fill you with dread (Oh no, please tell me I won’t still be around at 100!) or excitement (Great! More time to fit everything in!)? Take a moment to follow this link to a thought-provoking article by Robert Powell, “Planning for Retirement? Plan to live to 100,” posted April […]
Common Investor Mistakes: Guilty as Charged?
It’s always a pleasure to run across an article written by another investment adviser that makes us nod our head in agreement. Here’s a perfect example. Rick Salmeron, an adviser in Texas, wrote a short article about common investor mistakes for Dow Jones Adviser. It’s written, of course, from the investment adviser’s viewpoint, and sums up […]
Ready or Not: Calculating How Long You Might Live
Your life expectancy can have a huge impact on your financial planning. In a separate blog article, we talked about how it’s so important to make sure your money lasts as long as you do, and nowadays, that means possibly to age 95 or 100. If you know you’re likely to live to a ripe old age, […]
Quote of the Week: Is It Time For Austerity?
“There’s a debate about the merits of austerity among economists. …We have to deal with the debt eventually. …(But) I think probably austerity is bad at this time.” Robert Shiller, Yale University economist and financial innovator (developer of the Case Shiller home price index and Shiller P/E stock market valuation tool), as interviewed in Money Magazine, April […]
Can You Pass The (Financial Literacy) Test?
April is Financial Literacy Month, so let’s take a moment to recognize why it’s important for all Americans to understand the basic financial concepts affecting our daily lives. “People with a high degree of financial literacy are more likely to plan for retirement, and … people who plan for retirement have more than double the wealth of people […]
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): Florida Trend, Cindy Krischer Goodman, April 2012, “Where are you advising clients to invest while […]
Beware Non-Traded REITS
Non-traded REITs have been in the news lately, and not for good reasons. In the portfolios we manage for clients, we often buy shares of publicly traded REITs (real estate investment trusts), REIT mutual funds and ETFs (exchange traded funds). These invest in real estate, like shopping malls, apartment complexes, and office buildings, and can be bought or […]
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 […]
Quote of the Week: Buy Experiences, Not Things
“Buy experiences, not things. Spending on experiences makes people happier than spending on things. Things get broken and go out of style. Experiences get better every time you talk about them.” Jean Chatzky, “8 great rules to grow your money,” USA Weekend, March 30-April 1, 2012
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About Mari Adam, CFP®
Mari Adam, Certified Financial Planner™ and President of Adam Financial Associates Inc, has been helping individuals and families chart their financial futures for twenty five years. Mari has appeared in publications such as Business Week, CBS MarketWatch, Wall Street Journal, Kiplinger’s, Newsweek, and Money Magazine.
