If something happened to you or a loved one tomorrow, would your finances be in good hands? Or would you (or your loved ones) be scrambling to find statements, pay bills, and locate passwords? Are you ready for the unexpected? Or would you need a “do over” to handle things better the second time around? Women, in […]
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 […]
Do you ever wish you could turn back the clock and do things over before it was too late? Or give your younger self some timely advice that would save you money and heartache? This is your chance to learn from experience. Please mark your calendars Thursday, March 15 (4 to 6 p.m.) for our special Wine […]
Please welcome two new team members who recently joined the firm! Nadia and Anthony look forward to meeting all of you, so please take a moment to say hello next time you call. Client Services Associate Nadia Rullo earned her B.A. from Florida International University, where she majored in Business Administration and Finance. Nadia was born […]
There’s nothing quite so satisfying as catching up with our colleagues to share thoughts about what’s happening in the market and with our firms. Even better when the group in question is women financial advisors in South Florida. There is actually quite a concentration of us down here, and it’s always a pleasure to meet […]
Our South Florida community is grieving the loss of so many innocent and promising lives. Many in our area are affected by these tragic events. As parents, friends, and neighbors, our sorrow cannot be put into words. To all those affected, please know we are thinking about you, your families, and all those in the […]
Here’s your chance to attend a special half-day of complimentary Women & Wealth expert panels addressing cutting-edge topics about women, retirement, and investing. It all takes place the morning of Thursday, February 8 at The Money Show in Orlando. We’ll be participating in the Women on Wealth panel on Bridging the Longevity Gap: Retirement Strategies for […]
Last year, a record number of women earned their CFP (Certified Financial Planner) certification, but women still make up only 23% of all CFP professionals. That number hasn’t budged in years, says Financial Planning magazine. The CFP Board is seeking to attract more women into the profession, which is one of the fastest-growing and most […]
We wanted to share the wonderful letter we received from the Florence Fuller Child Development Centers saying a big “thank you” for all the holiday toys! Those gifts were donated by all our generous clients and friends and dropped off at our Holiday Party in December. (Some clients also made very thoughtful cash donations to support the […]
In recognition of Martin Luther King Jr. Day and market closures, our office will be closed Monday, January 15, 2018.
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.
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Adam Financial Associates, Inc.
Crystal Corporate Center .
2500 N. Military Trail, Suite 306
Boca Raton, FL 33431