Monday, September 21 is World Alzheimer’s Day. If you’ve had friends or family members who have suffered from Alzheimer’s disease, that makes it a very meaningful day of the year. More than 5 million Americans are living with Alzheimer’s disease, according to the Alzheimer’s Association. Almost two-thirds of those affected are women. It is the […]
Tag Archives | estate planning
Elderly Care in Times of Pandemic
We’re pleased to share with you a guest blog from our colleague Linda Ames Lyon, CFP®, MBA. Linda serves as Associate Advisor with Mercer Advisors in its Washington D.C. branch. She writes about the very personal journey she went through with her husband as they discovered her aging mother-in-law needed a higher level of care. […]
Been Putting Off Your Estate Planning? Now Is A Good Time To Get It Done.
Have you been putting off your estate planning? Many people have. Less than one-half of all adults have drafted a Will. Many families with young children have no instructions in place for who should step in as guardian if something happens to them. Without your own estate plan, state laws and probate courts will make key […]
How I Went To Law School In My ’40s And Changed My Life
Introduction: There is nothing more inspirational or powerful than watching a woman transform her life to create new opportunities and possibilities for herself. As we approach July 4 and the celebration of our nation’s Independence, join with us in celebrating some of these women as they share their stories – in their own words – […]
What’s A Trusted Contact, And Why Do I Need One?
Several of our clients are receiving reminders from Charles Schwab & Co. to name a Trusted Contact for their accounts. Here’s some information to help you understand what a Trusted Contact is, and why you should consider naming one. What’s a Trusted Contact? A “Trusted Contact” is a person that you authorize your brokerage firm […]
How Caregiving Duties Are Pushing More Women Out Of The Workforce
Many working age women (and men) – and quite a few of our clients – are caring for aging parents. That’s a difficult and often exhausting job. A recent New York Times article on the reality of caregiving (“Why Aren’t More Women Working? They’re Caring for Parents”) showed how women caregivers are often forced to drop […]
Gloria Vanderbilt Didn’t Leave Her Fortune To Her Kids. Should You?
Gloria Vanderbilt, socialite, heiress and successful fashion designer, died last week at age 95. Years ago, she reportedly decided not to pass on her substantial fortune to her children, including CNN anchor Anderson Cooper. In a 2014 interview with Howard Stern, Cooper explained why he was OK with her decision. “My mom’s made clear to me […]
Smart Beneficiary Choices Can Save Your Heirs Thousands
I just wanted to share a quick story showing how picking the right beneficiaries for your retirement and other accounts can save your family and heirs thousands of dollars. We recently met with one of our clients, Brenda*, who has two grown children she wants to inherit her assets. Brenda also wants a portion of […]
What We Can All Learn From Luke Perry’s Untimely Death
Even if you never watched the 90’s hit show “Beverly Hills 90210,” it’s hard not to be shocked and saddened by the untimely passing of actor Luke Perry, age 52, who died after suffering a massive stroke earlier this week. The unexpected death of a favorite celebrity helps drive home what it means to be truly […]
How To Do It: Burt Reynolds’ Smart Estate Planning Keeps Details Quiet
Bravo to fellow Floridian and legendary actor Burt Reynolds, who put in place a smart estate planning strategy before his recent death at age 82. Here’s 3 takeaways from his estate: He had a Will and Trust. So many celebrities who have passed away recently had no estate planning documents in place. That can lead to expensive […]
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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.
