Understanding Your Taxes: Just What Is Form 5498 And Why Are They Sending It To Me?
Some of our clients have been calling with questions about Form 5498, a tax reporting form they recently received online or in the mail. If you’re the kind of person who likes to understand how things work, or are curious as to why you’re receiving this form long after the tax deadline, here’s the inside scoop: Does everyone […]
Signing Up for That First 401(k)
Is there a new grad in your household who is starting out on their first “real” job? If so, you may want to share this story by personal finance columnist Michelle Singletary, writing for the Washington Post, as she talks about helping her daughter set up a 401(k) account on her first full-time job. It’s […]
How Long Will It Take You To Save Up For That New Home Downpayment?
Fascinating new research on just how long it might take you to save up enough to cover the down payment on a new home. Coming up with that coveted down payment remains the first step toward homeownership for most American consumers. The research data was obtained in a nationwide poll of over 7,000 prospective homebuyers […]
Don’t Forget To Take Advantage Of This COVID Freebie: Free Credit Reports
Here’s a freebie that every consumer should take advantage of before the offer expires. Major credit bureaus Equifax, Experian and TransUnion are offering FREE credit reports every week to consumers through April 20, 2022 to help them ease any anxiety about their financial health resulting from the COVID crisis. Normally, free credit reports from each […]
Self-Insuring A Risky Option For Florida Homeowners
It’s already looking like the perfect insurance storm in South Florida, and hurricane season is barely underway. Home insurance costs are going up, and more companies are threatening to drop South Florida homeowners. That’s why more local homeowners are considering going bare or “self-insuring.” That means they plan to let their homeowner’s policy lapse and […]
Congratulations Impact 100 Palm Beach County $100,000 Grant Recipients!
I’m so proud to join with women colleagues in the community to support Impact 100 Palm Beach County! Impact 100 is a group of philanthropic women who have joined together to award $100,000 grants to local 501(c)(3) nonprofit organizations to allow them to launch or expand high-impact initiatives or programs in southern Palm Beach County, […]
Ask Mari: Can I Use My Florida Prepaid College Benefits For Grad School?
I spoke with a happy parent the other day who is preparing to send her high school grad off to college. The good news? Her daughter got into a top-notch private college. The bad news? The bill – even after a sizable scholarship grant – is hefty. Thank goodness that the student’s parents are well […]
Lessons From My Mom
Those of you who know me well know that I am a firm believer in female empowerment, especially when it concerns financial literacy and women taking an active role in money decisions. That’s why I have to share with you the attached article that I helped put together for my new firm, Mercer Advisors, for Mother’s […]
In Observance Of Memorial Day 2021
Our office and the financial markets will be closed on Monday, May 31, 2021 in observance of Memorial Day.
Subscribe to FREE Updates
Stay informed about financial planning and investing issues that impact your life today and tomorrow! (we respect your privacy)
About Mari Adam, CFP®
Mari Adam, Certified Financial Planner™ has helped hundreds of individuals and families build wealth and plan for a more secure financial future for over 30 years. Her advice has appeared in publications such as Wall Street Journal, Kiplinger’s, Money Magazine, Business Week, and CBS MarketWatch.
