The $2 trillion Coronavirus Aid, Relief and Economic Security (CARES) Act, signed by the President last Friday, provides bold stimulus measures to ease the pain and disruption of the COVID-19 pandemic. We’ve summarized below the key provisions affecting your retirement accounts. We stand by ready to answer your questions or explore which measures you should […]
Thinking about getting married? If you’re over 50 and considering making your relationship permanent, there’s plenty to consider. Check out Mari’s conversation with journalist Robyn A. Friedman for City & Shore’s Prime magazine about the pros and cons of marriage after 50. Disagreements over money, sex and kids can torpedo second marriages, so follow some […]
Across South Florida, we’re learning to cope with the reality of lockdowns, no school, and work-from-home directives. That’s forced homeowners and real estate professionals to adapt to a new reality. Even as the COVID-19 pandemic rages around us, we all have clients, friends and neighbors selling homes, buying homes, and packing up homes to move […]
We would like to take a moment to say “Thank You” to all our clients, their families, and community members who are health care professionals and are helping to battle the coronavirus pandemic. We are grateful for your knowledge, expertise and sacrifice!
Yes, the market is down. A lot. One of the most common questions we’re getting from clients is what they should do with their 401(k) contributions and investments. You have several choices. Here’s a rundown of the pros and cons of each. Option #1. Stay the course As hard as it may be to stomach […]
Taxpayers are getting a helping hand from the federal government to ease the pain and disruption caused by the coronavirus pandemic. Filing and Paying Taxes The Internal Revenue Service confirmed it has moved the deadline for filing individual tax returns for tax year 2019 from April 15 to July 15. The deadline for paying taxes, without penalty […]
We wanted to share with you an important message from Donald A. Calcagni, Chief Investment Officer at Mercer Advisors, to help answer questions you may have about the recent market volatility: At Mercer Advisors, we’re committed to keeping you informed on current events and how they relate to your long-term Economic FreedomTM. On Monday, US […]
Got Social Security questions? Be prepared to spend some time online or on the phone. Social Security is cancelling in-person meetings and closing local offices until further notice to protect employees and customers from COVID-19. You can read more details in tax expert Kelly Phillips Erb’s column in Forbes. Online services are always the best option. […]
“Historically, it takes an average of eight months to enter a bear market. This time it took less than one month—the fastest ever.” Jeffrey Kleintop, CFA,Chief Global Investment Strategist – Charles Schwab & Co, Inc., “Who fueled the fastest bear market ever?,” March 16, 2020
If you’ve invested long enough, you know that market turbulence is an unfortunate fact of life. But knowing that doesn’t always make it easier to take. So here’s a quick reminder that may put your mind at ease. Most investors withdraw only a small percentage of their portfolio each year. For people in the early stages […]
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.
Have A Financial Question?
- The Market’s Down: Should You Make Changes To Your 401(k)? March 23, 2020
- What You Need To Know About The CARES Stimulus Act And Your Retirement Accounts March 31, 2020
- Did You Know Real Estate Funds Get This Powerful Tax Break? October 8, 2019
- 5-Minute Fix
- Aging and Money
- Company & Community News
- Consumer Tips
- Estate Planning
- Financial Hall of Shame
- Financial Planning
- Guest Blog
- Health & Wellness
- Investments 101
- Making A Difference
- Making, Spending, and Saving Money
- Marriage and Divorce
- On Your Own: Money Smarts For Millennials
- People & Profiles
- Quote of the Week
- Real Client Advice
- Real Estate and Mortgages
- Women and Money
Adam Financial Associates, Inc.
Crystal Corporate Center .
2500 N. Military Trail, Suite 306
Boca Raton, FL 33431