As millions of Americans went online to file their taxes on the April 17 due date, the IRS online payment crashed, forcing tax officials to delay the tax payment deadline to midnight on Wednesday, April 18. Technical difficulties prevented individual taxpayers from filing their returns. It also reportedly interfered with electronic filings from third-party tax […]
One of our clients was suddenly thrust into the role of financial decision-maker when her husband died several years ago. While he was alive, she never reviewed the investments, handled the budget, or even wrote a check. You can imagine the confusion when she found herself alone … and in charge. We were brought in […]
With tax rates headed lower for many people, this might be a good year to consider a Roth conversion. For the uninitiated, that’s when you withdraw funds from a traditional IRA, pay the tax now instead of later, and then move the funds into your Roth IRA. Once your savings are in a Roth, they’ll […]
If you’re the owner of a long-term care insurance policy, you’ve probably learned that premiums can (unfortunately) go up over time. But when you’re confronted with a big increase, do you know what your options are? Here’s a real life example we’re facing in our office. We’ve been helping a client who just found out […]
Billionaire entrepreneur Mark Cuban, owner of the Dallas Mavericks basketball franchise, is known for not mincing words. He recently shared some surprisingly down-to-earth investment advice in an interview with Kitco news, talking about the investment he hates the most (gold) and his secrets to getting rich (pay off debt before investing in real estate or stocks). Here’s […]
Every parent wants the best for their kids. But smart parents know that encouraging their kids to save can give them a serious head start on a million dollar nest egg. Contributing Editor Kim Lankford of Kiplinger’s magazine talked to Associate Client Advisor Anthony LaBrake, CFP® in our office about how opening a Roth IRA can get your child […]
What banks score best for protecting seniors from hackers and scams? TD Bank, Bank of America, and PNC all take top spots, says Money Magazine.
Hope you weren’t getting too used to those quiet, calm investment markets that went nowhere but up, ’cause those days are definitely behind us. The past few weeks have seen tumultuous plunges and then sudden recoveries in the market, with the S&P 500 registering its first quarterly loss since 2015. In fact, there have been […]
That’s our Associate Client Advisor Anthony LaBrake CFP®, leading last week’s employee training on cybersecurity. Our goal: keep you and your assets safe! In the news this week: more hacks at a major retailer. How can you protect yourself? Here’s some important tips to keep you safe at home: Use complex passwords mixing letters, numbers, […]
Getting closer to that magic retirement age, but not enough set aside to take the leap? We shared some ideas about how you can play catch-up in an wide-ranging interview with Nancy Dahlberg of the Miami Herald. The article was part of a special Herald section on retirement, health and fitness. Start with a mental picture […]
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.
Have A Financial Question?
- Quick Take: Best Banks For Protecting Vulnerable Seniors April 3, 2018
- Happy Tax Day, America! April 17, 2018
- Real Client Advice: Your Teenager Got A Job? Here’s How To Start Them On The Road To Riches October 26, 2017
- Happy Tax Day, America! April 17, 2018
- Leaving Financial Decisions Up To Your Partner? That Could Hurt You Later April 17, 2018
- Too Soon To Talk (Roth) Turkey April 17, 2018
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