When my kids went off to college, I reveled in having my home back to myself again. One of the first things I did was repaint and redecorate the kids’ rooms to make up for years of wear and tear. Of course, like many other kids, mine boomeranged back home again, but we all still […]
About Mari AdamMari Adam, Certified Financial Planner™ and President of Adam Financial Associates Inc, has been helping individuals and families chart their financial futures for over twenty-five years. Have a question about your financial situation? Ask Mari!
Breaking News! If you’re still struggling with power outages and downed trees, here’s some welcome relief on the tax front. You don’t need to worry right away about filing tax returns that may be on extension, or making estimated tax payments due September 15. The IRS is providing help to the victims of Hurricane Irma. […]
Our office on Military Trail is currently closed due to power outages and downed trees in the parking area. However, we are working remotely so please feel free to contact us via email, or leave a voice message on our office phones, which we can then retrieve and respond to. Services are being restored gradually in […]
Good morning – we hope all our clients and friends are safe and well! We’re so relieved to say Irma has come and gone. Storm winds finally died down late last night. We know there is damage across the state of Florida, so we wanted to give you a quick update while we get our […]
Hurricane damage to your home? You could be on the hook for a hefty out-of-pocket payment before your insurance kicks in. This week’s Wall Street Journal article focused on these tricky hurricane deductibles that make you responsible for the first 2% or so of losses. Some consumers opt for even higher deductibles in a bid […]
“You are taking a different kind of risk with a savings account. You watch your money erode because of inflation – our dollar buys less with each passing year. So investing in dollars is a loser’s game. You have to buy stocks and bonds.” Jack Bogle, founder of Vanguard, and creator of the index fund, […]
Dear Clients and Friends: As you know, Hurricane Irma is on her way. She’s big, she’s bad, and we are all very, very apprehensive, even those of us who have been through Andrew, Wilma and assorted other catastrophes. This is a scary storm. To help our employees prepare and safeguard our building premises, we have officially […]
Dear Clients and Friends: Like many of you, we are carefully monitoring the weather situation as Hurricane Irma approaches. According to reports from the National Hurricane Center, Hurricane Irma is now an extremely dangerous Category 5 hurricane with maximum sustained wind speeds of 185 miles-per-hour. The storm is expected to approach Florida Saturday, September 9 […]
Does it pay to keep working later in your career? New research shows it does, especially for women. Here’s why. Filling in the zeroes Your Social Security benefits are calculated using your top 35 years of earnings. Nearly half of women had zeroes in some of those years, meaning they took time off and left […]
Over the past year, we’ve had quite a few clients move into senior housing communities. We’ve also worked with more than a few baby boomer clients as they help with research to pick out the right community for their parents. There is a broad range of housing options out there, from independent living and assisted living, […]
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 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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Adam Financial Associates, Inc.
Crystal Corporate Center .
2500 N. Military Trail, Suite 306
Boca Raton, FL 33431