About Mari Adam

Mari Adam, Certified Financial Planner™ and President of Adam Financial Associates Inc, has been helping individuals and families chart their financial futures for over twenty-five years. Have a question about your financial situation? Ask Mari!
Author Archive | Mari Adam
china shopping street

Trade Wars: What About China?

No country is as much in the trade crosshairs as China. If a trade war breaks out, what would be the impact on China and on U.S. investors? Investment experts at Matthews Asia, a San Francisco-based investment firm specializing in Asian and Pacific investments, say forecasts that a trade war will seriously damage the Chinese […]

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The Kids Are Alright: The Rise Of The Millennial Workforce

If you’re a Baby Boomer, prepare to be outnumbered! In fact, it’s too late. You are already in the minority. Millennials are now the largest generation in the U.S. labor force, says the Pew Research Center based on analysis of U.S. Census Bureau data. Millennials are defined as those born 1981 to 1996, or those aged […]

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rich people cars

Even Celebrities Get Told To Stop Spending Money

See if this makes you feel better about sticking to a budget. Even celebrities get told to stop spending money, says celebrity accountant Kristin Lee, who manages the finances of top entertainers, athletes and musicians. Here’s some of her insider tips for helping her rich and creative clients stay on top of their financial game: […]

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Quote Of The Week: Finding The Right Financial Advice

Where do you turn when you need financial advice? It’s hard to know whom to trust, and even harder to know who can give you the unbiased and experienced guidance you need. The personal finance experts at Kiplinger Personal Finance, who have been helping Americans manage their finances since 1920, explain why you may want […]

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Retirement’s Big Health Care Bill, And How To Tame It

How much do you need to budget for health care expenses in retirement? Spoiler alert: It’s a big number with a lot of zeroes. According to Fidelity Investments, which has been measuring health care costs since 2002, staying healthy will run the average retiree couple about $9,400 per year, or almost $800 per month. That […]

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eMoney retirement

What Color Is Your Financial Future: Red, Yellow, Or Green?

Picture this: we’re meeting with clients in our conference room. Last time we put their retirement scenarios to the test, the results weren’t good. They had less than a 50% probability of making their money last. We coach them on what it will take to win the retirement challenge, and have them set a new […]

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millenial phone

When It Comes To Money, Your Phone May Not Be Your Friend

Millennials using mobile payments for transactions are more likely to overspend, pay credit card fees and use pricey loan services, says a new study from the Global Financial Literacy Excellence Center (GFLEC) at the George Washington University School of Business. That shows that what’s fast and convenient may not always save you money, and may […]

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Quote Of The Week: The Difference Between A Good Company And A Good Investment

“There is a difference between a good company and a good investment, and that’s valuation.” David Herro, Manager of Oakmark International, at the Morningstar Investment Conference, Chicago IL, June 2018 How many times do people run across a great new product or service, and say “Wow! What a phenomenal company! I should take a look […]

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Moving? Keep Us In The Loop!

When you move, there’s a lot on your plate. Boxing up your belongings, getting rid of all that clutter in the garage, notifying the utilities, and settling in to your new home. But don’t forget to let us know so we can change the mailing address on your investment accounts. It may not seem like […]

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How House-Smart Are You?

Relocating to a new area? When is it best to buy, and when should you stick to renting? We were just interviewed by AARP for an article on “How House-Smart Are You?” in the June 2018 AARP Bulletin. We were asked when it makes sense to buy, and when you’re better off renting. It’s a topic we […]

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