Here’s a freebie that every consumer should take advantage of before the offer expires. Major credit bureaus Equifax, Experian and TransUnion are offering FREE credit reports every week to consumers through April 20, 2022 to help them ease any anxiety about their financial health resulting from the COVID crisis. Normally, free credit reports from each […]
About Mari Adam
Mari Adam, Certified Financial Planner™ has been helping individuals and families chart their financial futures for over twenty-five years. Have a question about your financial situation? Ask Mari!
Self-Insuring A Risky Option For Florida Homeowners
It’s already looking like the perfect insurance storm in South Florida, and hurricane season is barely underway. Home insurance costs are going up, and more companies are threatening to drop South Florida homeowners. That’s why more local homeowners are considering going bare or “self-insuring.” That means they plan to let their homeowner’s policy lapse and […]
Congratulations Impact 100 Palm Beach County $100,000 Grant Recipients!
I’m so proud to join with women colleagues in the community to support Impact 100 Palm Beach County! Impact 100 is a group of philanthropic women who have joined together to award $100,000 grants to local 501(c)(3) nonprofit organizations to allow them to launch or expand high-impact initiatives or programs in southern Palm Beach County, […]
Ask Mari: Can I Use My Florida Prepaid College Benefits For Grad School?
I spoke with a happy parent the other day who is preparing to send her high school grad off to college. The good news? Her daughter got into a top-notch private college. The bad news? The bill – even after a sizable scholarship grant – is hefty. Thank goodness that the student’s parents are well […]
Lessons From My Mom
Those of you who know me well know that I am a firm believer in female empowerment, especially when it concerns financial literacy and women taking an active role in money decisions. That’s why I have to share with you the attached article that I helped put together for my new firm, Mercer Advisors, for Mother’s […]
In Observance Of Memorial Day 2021
Our office and the financial markets will be closed on Monday, May 31, 2021 in observance of Memorial Day.
Congress Proposes To Raise RMD Age ….. Again
Our clients are just getting used to the idea that they don’t need to start Required Minimum Withdrawals (RMDs) from their IRA and retirement accounts until age 72. And guess what? Congress is at it again. The powerful Ways and Means Committee in the House of Representatives is working on Secure 2.0 (full name – […]
Celebrating National 529 Day on May 29!
Congratulations! It’s National 529 Day on May 29 (Get it? 5/29?). There’s reason to celebrate if you’re one of the smart parents or grandparents who have opened 529 college savings accounts for your favorite student. There are over 15 million accounts out there, and 529 savings accounts are definitely the most effective way to save […]
Inflation Just Hit 4.2%. Should You Be Worried?
Recently released year-over-year inflation readings were red-hot, with the consumer price index rising 4.2% over the past 12 months. Should you be worried, or is inflation just a transitory phenomenon, as the Federal Reserve claims? Tune in to hear Mercer Advisors Chief Investment Officer Donald Calcagni break down the inflation results and provide context into […]
IRS Hiring Woes Mean Continuing Tax Backlogs
Missing your tax refund? It’s all too easy to understand why. Hiring challenges, the COVID pandemic, broken printers and copiers, and millions of stimulus payments to be mailed have created unprecedented backlogs at the Internal Revenue Service. The crisis at the IRS explains in part why the Biden administration is seeking $80 billion in new […]
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About Mari Adam, CFP®
Mari Adam, Certified Financial Planner™ has helped hundreds of individuals and families build wealth and plan for a more secure financial future for over 30 years. Her advice has appeared in publications such as Wall Street Journal, Kiplinger’s, Money Magazine, Business Week, and CBS MarketWatch.
