You already know that residential real estate and the stock market have racked up solid price gains over the past year, but they are far from topping the investment charts. Luxury goods like art, classic cars, and fine wine have set even more ambitious price records, despite the uncertainty caused by the pandemic. In 2020, […]
Make Your Home Work Harder For You In Retirement
Thank you to writer Rivan Stinson of Kiplinger Personal Finance for checking in with Mari to talk about how your home can work harder for you in retirement! In most communities, the real estate market has been on fire. You’ve probably been watching your home equity climb to new highs. So how can you tap […]
Mari Speaks On College Planning At Financial Planning Conference
Thank you again to the Financial Planning Association of Central Florida for the invitation to talk about “College Planning After COVID” at the group’s 31st Annual Symposium in Orlando last week! It was great to network with fellow financial planners, and participate in the outstanding educational sessions on residential real estate, Medicare, investments and other […]
Dwyane Wade’s Smart Moves To Manage His Money
Dwyane Wade may have made more than $196 million during his NBA career with the Miami Heat and other teams, but he still sticks to a budget. The media is full of stories about celebrities and pro athletes who can’t handle their money, so Wade’s experience shows us it doesn’t have to be that way. […]
Congratulations To Austin Tanner On Earning His CFP® Certification!
Warm congratulations to our Boca team member Austin Tanner on earning his CERTIFIED FINANCIAL PLANNER™ Professional certification and the right to use the CFP® marks! Austin recently passed the CFP® Certification Examination and met other requirements needed to earn the designation. We’re thrilled to recognize this significant achievement and Austin’s hard work! What’s involved in becoming […]
Remodeling? Here’s How To Pay For It
Planning to remodel your kitchen or bathroom? Or maybe you’re upgrading your windows, adding a whole-house generator, or making other updates to your home? With people spending more time than ever at home due to COVID, Americans are undertaking plenty of home improvement projects, and our clients are no exception. The frequently seek our input […]
Quote Of The Week: Making A Successful Transition To Retirement
What’s involved in making a successful transition to retirement? You would think it’s mainly about money, but you would be wrong, says author and columnist Robert Laura, who specializes in retirement issues. Money considerations only come into play at the end, says Laura. Your financial wellness and happiness depend much more on staying active, connected, […]
Ready For Retirement? Check Out Our Tips In Business Insider
Are you saving enough for retirement? We had a chance to chat with reporter Laila Maidan of Business Insider about designing a personalized retirement roadmap tailored to meet your specific goals. While saving 10% to 15% of income each year is a solid rule of thumb, that advice may not be suitable for everyone. A simple […]
Mari Shares Money Tips With Claremont McKenna College Students
Thank you again to the Berger Institute at Claremont McKenna College for inviting me to talk to students last Friday about “10 Things Your Parents Never Taught You About Money (that you really need to know before you graduate).“ It’s always a lot of fun to meet with college students and hear what’s on their […]
Quote Of The Week: U.S. Households Ready To Spend
Trillions of dollars of stimulus cash have been pumped into the economy. What exactly do people do with the money once they get it? Research suggests they tend to spend about one-third of the funds, saving the rest or using it to pay down debt. (Check out our previous article: How Did Americans Spend Their Stimulus […]
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™ 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.
