“Taking care of aging adults is more draining than taking care of small children for most people, according to a study by Northwestern Mutual released Monday. Sixty percent of those surveyed say caring for two aging adults is more demanding than caring for two children ages 3 to 5.” Karen DeMasters, “Americans Aren’t Prepared To […]

Client Profiles: Thinking About A Continuing Care Community?
Last week, I visited one of our clients at her apartment in a continuing care community. She recently celebrated her 90th birthday and has been living independently in her own apartment for six years. But when we met last week, she told me she had made the decision to to give up some of her independence and move into the facilities’ assisted living […]

Talking to Your Aging Parents About Money Issues
Many of our clients have aging parents and are often concerned about how they will meet the challenges of daily life – managing their finances, caring for their home, getting basic errands done – while still feeling independent and in control. Author Glenn Ruffenach explores some of these issues in his May 7, 2012 SmartMoney article “Talking to Mom About Alzheimer’s […]
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.
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Crystal Corporate Center .
2500 N. Military Trail, Suite 306
Boca Raton, FL 33431
561-417-0001
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