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 […]
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Too Soon To Talk (Roth) Turkey
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 […]
Quote Of The Week: Mark Cuban’s Best Investment Advice
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 […]
How Your Kids Can Be Millionaires By Retirement
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 […]
It’s Baaack: Volatility Returns. How To Keep Your Cool When Markets Act Crazy
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 […]
Getting The Market Low Down
Are you positioned for potential setbacks in the market? Selling pressures usually stem from two forces. One is a temporary correction that may occur in the context of a continuing and lasting bull market. The other is a more lasting bear market. So how do you know which type of decline it is? And when […]
Upcoming Changes To Schwab Money Markets
Our Schwab clients will shortly see changes to their money market accounts. Clients will be moving to Schwab’s Bank Sweep feature, which allows uninvested cash to earn interest, enjoy FDIC-insured protection, and remain readily accessible for purchasing investments and managing daily expenses. At many brokerage firms including Schwab, money market funds and cash sweep accounts were […]
Watch Out For These Changing Tax Deductions In 2018! (And What You Need To Do Now)
The Tax Cuts and Jobs Act, passed last year, will change the way you can deduct expenses on your 2018 taxes. The new tax regime is expected to lower taxes for the vast majority of Americans, as well as small-business owners — at least until the cuts expire after eight years. Here’s a brief summary of how your […]
New York Real Estate Isn’t Made Of Gold, After All
Attention, real estate tycoon-wanna-be’s. Hate to burst your bubble, but here’s some surprising news from Douglas Elliman Real Estate, the largest real estate brokerage firm in the New York area and the fourth largest residential real estate company nationwide. It seems that Manhattan homes actually proved to be poor investments during the past decade. Not […]
Time For A Trim? How Cutting A Little Now Can Save You Misery Later
We know that many investors are unnerved by the recent gyrations in the stock market. Look one minute and the market is up 600 points. Check a few minutes later and it’s down 500. It’s starting to sound a lot like the lyrics from Katy Perry’s “Hot N Cold.” We know it can drive people […]
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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.
