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
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Need To Take IRA RMDs This Year? You Can Chill. We’re On It.

What’s at the top of our to-do list this month and next? It’s time to take care of RMDs (Required Minimum Distributions) from your IRAs if you’re age 70½ or over, or are the beneficiary of an Inherited IRA. What’s the deal? We’ve already alerted clients who need to start their RMDs next year. There’s […]

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2019-10 Social Security Invite

You’re Invited October 23 – Maximizing Your Social Security Income

If you’re between the ages of 55 and 70, please consider joining us on October 23 for a special educational workshop on maximizing your Social Security benefits. Space is limited, so call early to reserve a seat. Most people count on Social Security for a significant portion of their retirement income, so learn how to […]

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It’s Stone Crab Season!

Seafood lovers, it’s time to celebrate! Today is a happy day for Floridians. It marks the opening of stone crab season! That pricey but delicious treat is back on the menu for the winter season. After concerns about the health of this year’s crab haul, Florida Trend magazine kicks off the season with a promising […]

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What’s A Trusted Contact, And Why Do I Need One?

Several of our clients are receiving reminders from Charles Schwab & Co. to name a Trusted Contact for their accounts. Here’s some information to help you understand what a Trusted Contact is, and why you should consider naming one. What’s a Trusted Contact? A “Trusted Contact” is a person that you authorize your brokerage firm […]

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Think You’ll Inherit? What You Think May Be All Wrong

Many Americans may have an unrealistic view of how much they’ll inherit, and that’s especially true of millennials, or the generation born between 1981 and 1996. There seems to be a huge disconnect between what millennials think they’ll inherit and what’s actually on the way, writes Rose Kennedy for the Atlanta Journal Constitution, quoting Adam Financial […]

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Did You Know Real Estate Funds Get This Powerful Tax Break?

This tax loophole really slipped under the radar, so don’t feel bad if you missed it. Earlier this year, the IRS clarified the rules for a special tax break available to investors in real estate under the Tax Cuts and Jobs Act of 2017. Here’s the good part. You don’t have to own an entire […]

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Quote Of The Week: Good Stocks Versus Clean Socks

What Women Would Do Differently In A Financial Do-Over A major financial firm surveyed women who were divorced or widowed about the financial challenges of being on their own.  Nearly 60% of women surveyed said they wished they had been more involved in their finances while they were married. In fact, more than half said […]

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Don’t Relax Quite Yet …..

We made it through Dorian, but don’t put away the hurricane supplies just yet. “Hurricanes love Florida in October,” say storm experts. “Florida is still a big target in October,” Colorado State University hurricane expert Phil Klotzbach told the Palm Beach Post. “The odds for Texas and the Carolinas get lower, but Florida is still […]

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Good News For Investors: Schwab Slashes Investment Costs Once Again

Schwab dropped a bombshell Tuesday morning. Starting October 7, Schwab is lowering online commissions for U.S. stocks, ETFs (Exchange Traded Funds) and options to zero. These savings will be passed through to you, as our investment advisor client. Lower costs will help you keep more of what you make. “Almost forty five years ago, Chuck […]

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Open Concept Still Ranks Tops Among Younger Homebuyers

In the market for a new home? The open floor plan is still the most popular layout among homebuyers, especially younger ones, says the National Association of Home Builders. Older buyers preferred a single story home, while younger buyers, especially millennials, were on the lookout for a two-story home and a basement (good luck with […]

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