About Mari Adam

Mari 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!
Author Archive | Mari Adam
moving boxes

Moving? Keep Us In The Loop!

When you move, there’s a lot on your plate. Boxing up your belongings, getting rid of all that clutter in the garage, notifying the utilities, and settling in to your new home. But don’t forget to let us know so we can change the mailing address on your investment accounts. It may not seem like […]

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couple looking at home

How House-Smart Are You?

Relocating to a new area? When is it best to buy, and when should you stick to renting? We were just interviewed by AARP for an article on “How House-Smart Are You?” in the June 2018 AARP Bulletin. We were asked when it makes sense to buy, and when you’re better off renting. It’s a topic we […]

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morningstar blockchain

Morningstar Investment Conference: Prepare To Be Disrupted

There’s always something new in the investment world. That’s why I spent three days in Chicago last week at the annual Morningstar Investment Conference, called one of the industry’s “biggest teach-ins” by Investor’s Business Daily. Keynote speakers included behavioral psychologist Daniel Kahneman, winner of the 2002 Nobel Prize in Economics, who talked about how people think […]

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elder scam

Elderly Woman Was Financially Exploited, Says Police: How You Can Protect Your Loved Ones

Almost every day, there’s another news story about elder fraud. This week’s Sun-Sentinel reported on the appalling case of a local 87-year old woman who was allegedly swindled out of her home, bank and retirement accounts, then forced into an assisted loving facility. It took months for police to be called in and unravel the […]

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high school grads

High School Grad? Here’s Smart Financial Tips To Help You Launch

We’re thrilled to see our very own Anthony LaBrake, CFP® sharing financial tips for high school grads with MSN.com’s MoneyTalks News. If you have a new high school grad in your house, make sure to direct them to this article so they can start down the path to financial adulthood on the right foot. Anthony […]

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Screenshot 2018-06-06 18.36.12

Major Comcast Phone Outage June 6, 2018

See that big red spot down by Cuba? That’s us. There’s apparently a nationwide phone outage affecting Comcast business customers. When you call us, our business lines may ring busy. Please contact us via email for the time being while Comcast works to fix this. We apologize for the inconvenience!

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retirement beach

Behind The Curve On Saving For Retirement? Here’s A Simple Fix

Many people don’t start saving for retirement until they hit their 40s and 50s. That can make it tough to get back on track. So here’s a simple fix. If it’s hard for you to get more money into your retirement accounts, consider pushing back your retirement date instead. Recent research detailed in today’s Wall Street […]

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stacey cunningham

After 226 Years, NY Stock Exchange Finally Has A Woman President

“The NYSE named a woman as president. Thirty years ago, its lunch club didn’t have a ladies’ room.” – Headline from the May 22 Washington Post It took 226 years, but Stacey Cunningham will soon take over as the first woman President of the New York Stock Exchange. The lesson: get your foot in the […]

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Get Ready For Hurricane Season: 5 Lessons From Hurricane Irma

Get Ready For Hurricane Season: 5 Lessons From Hurricane Irma

Attention, East Coast residents.  It’s hurricane season again! The season officially runs from June 1 to November 30, so start thinking now about what you need to do to get ready. Last year, our state was hit by Hurricane Irma, the most powerful storm ever recorded in the Atlantic Ocean. It killed over 75 people in […]

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house for sale 3

What’s Ahead For Housing Prices?

What impact will tax reform have on housing prices? You’re probably aware that real estate taxes (and other local and state taxes) are only deductible up to $10,000 per year. There are also new caps on deductible mortgage interest. What does this mean for home prices? Here’s some insights to help forecast where home prices […]

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