caregiving

Quote of the Week: Caregiving

“One-quarter of adult children in the United States are currently providing personal care or financial assistance to a parent – a proportion that has more than tripled over the past 15 years.” AARP

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South Florida Ponzi Schemes — No Rest For The Wicked

In December 2008, as the Madoff story broke, we sent an email to all our clients reminding them of critical safeguards they need to follow to avoid being the victim of investment fraud.   At that time, reading through the list of Madoff victims, we couldn’t help but recognize the names of neighbors, acquaintances and community leaders.  South Florida […]

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Secrets of Successful Retirees

Don’t take our word for it.  Take theirs. For the fifth consecutive year, Consumer Reports National Research Center polled over 20,000 readers to ask them what what they did right and wrong in preparing for retirement.   Boy, did they get an earful. We’re not surprised by the results.  In fact, they are right in line […]

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buy-sell-panic

Buying High, Selling Low

Are you convinced that the secret to successful investing is buying when the market is on the way up, then selling in time to avoid a pullback?  If that is indeed the secret to success, then it’s such a well kept secret that virtually no one knows how to do it. In fact, most people manage […]

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credit-cards

Credit Cards: Better Leave Home Without Them

It’s not just your imagination.  You really do spend more when you say “charge it!” The proliferation of non-cash forms of payment like credit and debit cards, Pay Pal, gift cards, phone apps, and online bank payments  is making it easier for people to spend too much money.  The temptation to overspend is especially acute for […]

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College Dreaming

For those of you who are parents of high school seniors, you know far too well the agonies of  the college application season.  It’s a seemingly endless marathon of tests, applications, essays, recommendations, and documentation, and soon it will all be topped off with the heart-breaking thin letter of rejection or the joyful fat letter of acceptance.  […]

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Mari to Speak at Women Advisors Forum on March 13

      We are pleased to announce that Mari Adam has been invited to participate on the “Demystifying Decumulation” panel at the Women Advisors Forum, scheduled for March 13, 2012 in Boca Raton, Florida.  The panel will focus on how, as Baby Boomers age, advisors are tasked with transforming their strategies and practices along with them. The […]

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Is the Fed at War with Savers?

That’s the thesis of “The War on Savers,” a February/March article in AARP Magazine by journalist Carla Fried.  In 2008, to cope with the financial crisis, the Fed dropped the fed funds rate to almost  zero and has since stated that it intends to keep rates that low until 2013 or beyond.  The result?  “That means for five […]

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Quote of the Week: Price versus Value

“Price is what you pay.   Value is what you get.” Warren Buffett

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financial literacy

Yikes! Financial Literacy is Already “Dismal” and Worsens as We Age

We’ve already been warned that the state of financial literacy is “pretty dismal” in the U.S.  If that isn’t bad enough, it looks like we understand even less about money and finances as we age.  So says Annamaria Lusardi, a professor at Dartmouth and George Washington University (OK, I’m partial, it’s my MBA alma mater), who is an […]

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