The college admission cheating scandal has put higher education back in the news in a bad way. Is it really worth $500,000 to get into the “right” school? What if your child can’t get into his or her top choice school? And even if she can get in, what if it’s not realistic for you […]
Are You Getting Your Tax Money’s Worth In Florida?
Hate to pay taxes? Don’t we all. But wouldn’t you feel better knowing you and your community get the most in benefits compared to what you pay in? In WalletHub’s new Taxpayer Survey, researchers say Florida residents top almost all other states in getting their tax money’s worth back in benefits. In fact, compared to other states, […]
Let The March Madness Begin!
U.S. employers stand to lose about $13.3 billion in productivity during this year’s March Madness basketball tournament, with the average U.S. worker spending 25.5 minutes per work day filling out their brackets, sharing highlights with coworkers, and watching the games. We’re no exception! If you stopped by our office today at lunch, you would have […]
Florida #1 For Fraud: How Not To Be A Victim
So what else is new? Florida ranks #1 for consumer fraud complaints, partly due to our transient (and often older) population. According to a Federal Trade Commission report, Florida residents lost over $80 million to fraud in 2018. There was a big increase in government imposter scams. That’s where someone calls you, pretending to be […]
St. Patrick’s Tip: One Way For Women To Turbo-Charge Their Retirement Income
Last week, I did a talk for a Fort Lauderdale women’s group about how women can control their money rather than letting it control them. I included a totally amazing tip to help women boost their retirement income (so amazing I had to triple-check the numbers myself!). It almost seems too good to be true, […]
Quote Of The Week: When An Exchange Traded Fund May Not Be The Right Choice
“Ninety-nine percent of ETFs out there are garbage—marketing hype. They are products meant to be sold, not bought. Maybe a handful or two are worth considering. The rest are hype.” Larry Swedroe, Director of Research for Buckingham Strategic Wealth, with over $13.7 billion in assets under management (AUM), in an interview with Wealth Management magazine, January 10, […]
We Love To Work With Women Clients, And It Shows!
We’re thrilled and honored to share that we’ve been singled out to receive the Women’s Choice Award® for the fourth consecutive year, spotlighting our firm’s commitment to women. The Women’s Choice Award® is the premier recognition award for well-qualified financial advisors who are committed to the women’s market and serving their female clients. This recognition demonstrates our unwavering […]
On The Road With Fido And Fluffy
Love your pet ❤️? There’s about 85 million households in the U.S. that do. And with warmer weather on the way, it may soon be time to take Fido, Fluffy or Princess on the road, or maybe on a plane trip. But how do you know where your four-legged friend will be welcomed like the […]
Don’t Overpay The IRS When Making Charitable Gifts
The one thing people never want to do is overpay Uncle Sam when they file their taxes. Unfortunately, that’s easy to do if you’re reporting charitable gifts made from your IRA (that’s a technique called a QCD or Qualified Charitable Distribution). We have several clients who used this technique last year as a way to […]
Learning From A Pro: Investing In Real Estate
Quick shout out to my college friend Cliff Hockley (CMC ’79) on his new book “Successful Real Estate Investing: Invest Wisely, Avoid Costly Mistakes and Make Money.” It’s entertaining and insightful; must-reading for both new and experienced real estate investors. The book is organized into short, easy-to-read chapters with real life examples of real estate […]
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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.
