A shout out to one of our very astute clients for recommending a great consumer guide for people who may be considering a move to a retirement community. It’s called the Consumer’s Guide to Continuing Care Retirement Communities, and it’s issued by the National Continuing Care Residents Association. That’s a non-profit organization of residents and prospective residents of […]
Tag Archives | CCRC
Thinking Of A Life Care Community?
We took time out last week to visit John Knox Village (JKV), a Life Plan Community located to our south in Pompano Beach, Florida. As many of you may know, JKV is situated on 70 acres between Ft Lauderdale and Boca Raton, and celebrated its 50th anniversary last year. Mari has been visiting clients who […]
About Mari Adam, CFP®
Mari Adam, Certified Financial Planner™ has helped hundreds of individuals and families build wealth and plan for a more secure financial future for over 30 years. Her advice has appeared in publications such as Wall Street Journal, Kiplinger’s, Money Magazine, Business Week, and CBS MarketWatch.
