“It’s not fair,” said our client Emily* (not her real name). “I’ve worked really hard. I’ve saved money. I want to travel and go enjoy myself, but I don’t have anyone to go with.” Sound familiar? Many women yearn to travel, but their significant other would rather stay home and watch the game rather than […]
Fore! Is Life On The Links The Right Move For You?
For many people, living in Florida in a golf club community is about as good as it gets. The weather is balmy, the houses are beautiful, the landscaping is lush, and of course, there’s golf just outside your door. The appeal of golf club living draws many people to South Florida communities that offer year-round […]
Quote Of The Week: The Year That Nothing Worked
“If 2017 was the year that everything worked then 2018 was the year that nothing worked.” Ben Carlson CFA, A Wealth Of Common Sense blog, January 8, 2019 Asset allocation “quilt” charts, like the one here put together by investment blogger Ben Carlson, can help us make sense of the markets. This chart shows […]
5 Reasons Investors Should Be Happy About Higher Interest Rates
#1. Despite all the hype and panic, interest rates are really not far from where they were 1 year ago. You’re probably sick of all the drama about the Fed and higher rates. That’s all we’ve heard about this year. But guess what? Rates aren’t much higher than they were a year ago. On December […]
Grinch Steal The Bull Market? How Proper Planning Can Help You Beat Market Anxiety
It was the most dismal December in the market for many a decade. The Dow Jones Industrial Average tumbled more than 650 points on a very Grinch-like Christmas Eve, while the S&P 500 dropped to just short of bear market territory, almost 20 percent below the peak levels set earlier in the year. The grim […]
Gov’t Shutdown? Quarterly Tax Payments Still Due January 15, 2019
Not everyone pays quarterly tax estimates, but if you do, make a note that the final tax payment deadline is not too far away. The next quarterly tax deadline is Thursday, January 15, 2019. That’s when the fourth and last estimated payment for the 2018 tax year is due. (Previous quarterly payments were due April 17, […]
Quote Of The Week: Be Smarter With Your Money In 2019
Resolving to do better with your money in 2019? Here’s money maven Jill Schlesinger’s advice: “If you don’t know how the cash is coming in and out of your household, it’s hard to make informed decisions about your financial life.” We agree. A good starting point is understanding cash flows – what you’re making, what […]
Save The Date! Thursday, January 24 – Women’s Adventure Travel Event
Details will be out soon, but travel-minded clients and friends will want to mark their calendars to join us for lunch on Thursday, January 24! We’ll be hosting travel entrepreneur Erja Lipponen at an office event. Erja’s the founder of WanderWoman and Eurynome Journeys, specializing in adventure travel and wellness tours for women. Erja will talk about […]
A New Year’s Resolution You Should Make Right Now: Save Smarter For College
The New Year is a time for new beginnings and new resolutions. Here’s one you should make right now. If you are not yet using a college 529 plan to save for college, you should. Leading investment research company Morningstar just released a new study that looked into how American parents save for college. The […]
Time To Increase Your 401(k) Contributions!
It’s the New Year! If you’re working, don’t forget to increase your 401(k) contributions to reflect 2019’s higher limits. You can now contribute $19,000 per year to your 401(k) if under age 50, and $25,000 per year if 50 or over by the end of 2019. Plus, you can add about $10/week extra to your Traditional […]
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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.
