Many of our clients like to make gifts to charity. But what’s the best way to do so given all the recent changes in tax rules? The Journal of Financial Planning just published a research paper comparing some of the top options, like gifting assets that have gone up in value, giving directly from your […]
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!
Lucky Florida Parents Get $500 Million In Prepaid College Refunds
Thousands of lucky families across Florida, who are using Florida’s Prepaid College Plan to cover the future cost of college, got a pleasant surprise last week. The state has cut costs and will be refunding $500 million dollars, or about $4,700 per household. This reduction has been made possible due to successive years of lower than […]
Retiring Soon? Why Contributing To Your Traditional IRA For 2020 Could Be A Smart Move
Confused as to whether a Roth IRA or Traditional IRA might be best for you? Mari talked with Kiplinger’s Personal Finance magazine about how to choose between a Roth or Traditional IRA. The first thing to know is that the contribution limit of $6,000 is unchanged from 2019 (you can contribute an extra $1,000, for a […]
Martin Luther King Jr. Day 2020
In recognition of Martin Luther King Jr. Day and market closures, our office will be closed Monday, January 20, 2020.
Here’s How To Make Like Marie Kondo And Declutter Your Financial Life for The New Year
Is your financial life messy and spiraling out of control? Are you drowning in papers and files? Here’s some valuable tips on how to make like Marie Kondo and declutter your financial life in 2020. We talked with veteran business journalist Robyn A. Friedman of City & Shore magazine to share how financial pros help clients make order out […]
Now You Can Use 529 Money To Pay Down Student Loans
A new provision in the recently passed SECURE Act may come in handy for parents who have a little extra money left in their kids’ 529 accounts. Under the new legislation, you can now withdraw up to $10,000 tax-free per 529 beneficiary to pay down a qualified student loan. Note that this is a once-in-a-lifetime […]
Money Migrating To Florida
Florida’s balmy weather and friendly tax policies continue to attract new residents. The Sunshine State brought in $16 billion in additional personal income from new residents in one year alone. That beats every other state for the 6th year in a row, according to Bloomberg and Crain’s New York Business. The next runner up, Arizona, […]
Thanks Again For Helping Us Collect Toys For The Florence Fuller Center!
Every year at our holiday party, we collect toys to give to the kids at the Florence Fuller Child Development Center in Boca Raton. The Florence Fuller Center provides quality daycare, early education and family support programs for needy children. So many of you generously brought toys to share with children in the community, which we delivered to […]
2 Big Changes To IRAs You Need To Know About Right Now
You may have read that the SECURE Act made important changes to IRAs and other retirement accounts just a few days before year-end. But few people understand exactly how the changes will impact their IRA contributions and withdrawals in 2020, and which of those important changes take effect as of January 1, 2020. There’s a lot […]
Happy New Year & Welcome 2020
We wish you a happy, healthy and prosperous New Year! Our office will be closed on Wednesday, January 1 so we can spend time with family and friends. We will reopen on a normal schedule on Thursday, January 2. Looking forward to making your financial dreams come true in 2020! From all of us at […]
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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.
