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!
Author Archive | Mari Adam
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Taxes All Done? Here’s When It’s Safe To Shred Those Receipts

Congratulations! Your 2021 taxes have been filed. So, is it safe now to throw away all those receipts, statements, and confirmations? Kiplinger reporter Rivan V. Stinson explains in a recent article what you need to keep, and what it’s safe to shred. “Generally, the IRS has three years from the date you file to audit your […]

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Literary Feast Raises Money For Libraries, Reading Programs

As long as I can remember, I’ve loved to read. So you can probably understand why last weekend I was thrilled to lend a hand to one of my absolute favorite annual events – the Broward Public Library Foundation’s Literary Feast, which combines fundraising, a silent auction, dedicated volunteers, and intimate dinner gatherings with renowned […]

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In The News: How To Manage Your Money Given Global Unrest

Rattled by global events? Even the most experienced investors can be unsettled by global unrest and unsure of how to respond. Mari recently talked to veteran reporter Jeanne Sahadi of CNN Business to share some tips on how to manage money in light of today’s geopolitical uncertainty. You can read more about our conversation in […]

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Many Retirees Are Spending More Than Expected. Should You Be Worried?

To help guide you on your retirement journey, we stay on top of all the latest research on retirement saving and spending. For years, we have been advising our retirement clients to adopt realistic spending assumptions reflecting what they’ll really need to cover their expenses – and realize their dreams – in retirement. In the […]

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Record Number Of Floridians Starting New Businesses

The trend toward self-employment and away from working for someone else, part of the so-called ‘Great Resignation,’ was very strong in 2021. In the Sunshine State, Floridians set new records in 2021 for opening new businesses, filing 683,680 new business applications, the highest of all 50 states. Small businesses are very important for the economy. They […]

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Ask Mari: My Investments Were Down In January. What Gives?

Question: When I opened my January 2022 statements, I was surprised to see my portfolio lost value compared to the month before. What happened? Answer: We all know that investments – especially stocks – go up and down in value. Still, it comes as a surprise to many investors when they open their monthly statements […]

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Relocating In Retirement? Here’s Where People Are Moving To

Thousands of Americans retired last year, packed their bags, and moved out-of-state ready to start a new and more fulfilling chapter in their lives. Where exactly did they all move to? Here are the top 5 destination states attracting new retirees in 2021: Tennessee Florida Pennsylvania North Carolina South Carolina And here are the 5 […]

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Want To Save On Taxes? Make Time To Fund Your 2021 IRA Before It’s Too Late

We’re getting closer to the April 18, 2022 deadline for filing your 2021 taxes and funding your IRAs or Roth IRAs for 2021 (that’s last year). The maximum amount you can contribute to your IRA for 2021 is $6,000 or 100% of taxable compensation ($7,000 if you turned 50 by the end of last year). That’s the same […]

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Quote Of The Week: Still Stockpiling After All These Years

“Retailers and analysts predicted that the bulk buying in the early days of the pandemic, when supplies of many goods were constrained, would subside once people returned to work, stores were able to restock and vaccinations became widespread. Instead, Americans continue to stockpile food and household goods.” Lisa Bannon, “Two Years Into Pandemic, Shoppers Are Still Hoarding,” […]

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Best College Planning Strategies For The COVID Era

Thank you to the Financial Planning Association of Central Florida for the invitation to speak last week at its 32nd Annual Symposium in Orlando, Florida! The symposium always attracts a large group of financial planners, investment managers, and related experts. I was invited to present on “COVID Clarity: Best College Planning Strategies for a Pandemic […]

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