Guest Post By Donald Calcagni, CFP®, MST Chief Investment Officer, Mercer Advisors The blue ripple With Georgia’s senate races now behind us, Democrats now control both chambers of Congress and the White House. The new Senate will be evenly divided between Republicans and Democrats but, by the narrowest possible majority, Democrats will have control given Vice President-elect […]
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!
Martin Luther King Jr. Day 2021
In recognition of Martin Luther King Jr. Day and market closures, our office will be closed Monday, January 18, 2021.
Quote Of The Week: Stop Saving Your Money
The New York Times Smarter Living columnist Tim Herrera shares one of his New Year’s tips for getting better at money in 2021. His advice is to “stop saving your money.” No, he doesn’t really mean to stop saving, but he does mean you should put all your savings on autopilot so what you need […]
New Home? Don’t Miss March 1 Deadline To File For Florida Homestead
Florida residents: There’s an important deadline quickly approaching. If you purchased a new, primary residence in Florida, you have until March 1 to apply for homestead status. Florida residents are entitled to important property tax discounts on their primary and permanent residence, or “homestead.” The Florida Property Tax Exemption for Homesteaded Property provides valuable tax benefits to owners of real property […]
Americans Keep Moving To Florida, A Top Relocation Destination
No surprise here. Census data show that Florida remained the second most popular relocation destination in the United States for the 2010-2020 period (Texas garnered the top spot). Almost 3 million people relocated to Florida during that time frame. And in fact, the true number may actually be higher once data are updated to reflect […]
After COVID, How Much Of An Emergency Fund Do You Think You Really Need?
There’s nothing like an honest-to-goodness crisis to to give your emergency preparations a test run. And there’s no doubt that the 2020 COVID pandemic qualifies as one of the most profound crises ever to affect our nation. So now that we’ve lived through almost ten months of the pandemic and we start to see […]
Higher Mortgage Loan Limits Help Home Buyers
Home mortgage officials just announced changes that could make it easier for you to borrow to buy a home in 2021. Here’s the details: You can now borrow more and have your loan considered as “conforming.” What is a conforming loan? A conforming loan is one that meets all requirements of Fannie Mae and Freddie […]
Quote Of The Week: COVID Creates Haves And Have-Nots
“In some ways it’s a tale of two cities. While a number of Americans have been able to pay down their credit card debt during the pandemic, some people are really struggling because they’ve been laid off or have had their hours cut.” Bruce McClary, spokesman for the National Foundation for Credit Counseling (NFCC), interviewed by Daniel […]
Happy New Year!
Welcome 2021! Wishing all our clients, friends, and colleagues a New Year that is happy, healthy, prosperous and bright!
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.
2020 – A Year to Remember: Resilient Markets Overcome Pandemic Panic
Still trying to make sense of 2020? Here’s a quick wrap-up of what happened in the investment markets. A year ago, no one could have foreseen the global pandemic poised to plunge the world into the worst crisis in decades, sickening millions, crushing entire industries, and panicking financial markets. To date, almost two million have […]