There are few things more beautiful than an evening on the Intracoastal. Most of us don’t get to enjoy these magical views every night, but last Saturday I was one of the privileged few spending the evening dining al fresco at a private home in Fort Lauderdale’s Harbour Beach, with a view of the iconic […]
Thanks to many clients just like ours, Schwab Charitable donor-advised funds facilitated $1.5 billion in grants to over 61,000 different charities in 2016. Yes, that’s “billion” with a “b”. Ours is a very giving nation. Giving through donor-advised funds like Schwab Charitable or through community foundations working with your neighbors can be a great way to […]
What is it like inside Cuba today? Our former colleague Lisa Green just returned from a People-to-People visit to Cuba, so we asked her to share some of her experiences and photos with us, and with our clients who are interested in Cuba or planning to visit over the coming year. As a refresher, Americans are not […]
Far too many of our family members, friends and clients have had their lives destroyed by Alzheimer’s. Help us fight Alzheimer’s by donating money to fund research and treatment, or join us to walk on Sunday, September 27th in Boca Raton. This is a “can’t miss” event if, like us, your loved ones have had their […]
For most Americans, charitable giving is all about making a difference. But how can you make sure that what you give is really having an impact? And with so many groups and organizations out there, how can you direct your contributions so they go as far as possible? These were some of the topics we wrestled with […]
When it comes to investing, millennials – young workers now in their twenties and thirties – should be boldly investing for the future. After all, time is on their side, and today’s revolutionary health advances promise them a much longer lifespan. But the sad truth is that when it comes to investing, millennials are running scared. Growing up […]
“The first phase of my life was about making money. The second was doing things for social recognition. Now all I want to do are things that make a difference for others. I want to know I made a difference with my life.” Phil Romano, entrepreneur, Founder of Fuddruckers and Romano’s Macaroni Grill restaurants, and 25 […]
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