Summary Congratulations! You’ve already set up a 529 college plan for your son, daughter, or grandchild. That is a smart move that can potentially save you thousands of dollars in taxes and start your student down the path to graduation day. But do you know how to unlock the most value from your 529 plan? […]
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!
The Market Is Rebounding. Why Isn’t That Helping More People?
The COVID-19 pandemic has had a negative impact on many companies and especially on those in industries like travel, retail and hospitality. But the stock market has held up quite well, thank you, rebounding strongly off of its March lows. Why is it, then, that more people are not benefiting from the market’s resilience? One […]
Impact 100 Palm Beach County Kicks Off Grant Season for 2020-2021
Does your favorite nonprofit group sponsor worthy projects in southern Palm Beach County? Here’s a way you can help them do even more to support the community. Impact 100 Palm Beach County is kicking off its grant season for 2020-2021. Several local charities can qualify for funding to support even more high-impact, worthwhile projects in […]
Mercer Advisors Named As Top Independent Advisor By Barron’s
We’re proud to announce that our firm Mercer Advisors was just ranked #7 in Barron’s listing of 2020 Top Independent Advisor Firms! Congratulations to all our colleagues at Mercer Advisors for their hard work and accomplishments in achieving this significant honor. We look forward to continuing to provide clients with the best possible investment and […]
Applying For A New Mortgage? Make Sure Your Credit Score Is At Its Best
Why a top credit score matters You may already know how important it is to have the best credit score possible. Your credit score typically affects how much you pay on your home mortgage, your new car loan, and even your cell phone contract. Depending on where you live, it may influence how much you […]
3 Steps You Can Take For World Alzheimer’s Day
Monday, September 21 is World Alzheimer’s Day. If you’ve had friends or family members who have suffered from Alzheimer’s disease, that makes it a very meaningful day of the year. More than 5 million Americans are living with Alzheimer’s disease, according to the Alzheimer’s Association. Almost two-thirds of those affected are women. It is the […]
Dwyane Wade’s Secret To Financial Wellness
I probably don’t need to tell you how much we love Dwyane Wade here in South Florida. For most of his career, Wade played for the Miami Heat in the National Basketball Association (NBA), winning three NBA championships. I was lucky enough to see him play in his rookie season right after he joined the Heat. You could already tell he had […]
Reducing Portfolio Risk and Managing Volatility
Guest Blog By Donald Calcagni, CFP®, MST Chief Investment Officer Mercer Advisors Reducing Portfolio Risk and Managing Volatility Introduction As I write this, equity valuations are near all-time highs, the federal deficit has tripled to $3.3 trillion, and social unrest is arguably at a level unseen since the late 1960s. And let’s not forget that we’re two […]
Florida Cities Ranked Best Places To Retire
With only 24 percent of working Americans reporting that they are “very confident” they will have enough money for a comfortable retirement, picking the right place to retire becomes vitally important. For retirees, the ideal city has to offer good weather, lots to do, and access to good health-care, especially in light of the COVID crisis. […]
The Stimulus Package, Inflation and Gold
Guest Blog By Donald Calcagni, CFP®, MST Chief Investment Officer Mercer Advisors Summary To combat the damage caused by the COVID-19 pandemic, Congress approved earlier this year the largest fiscal stimulus package in U.S. history to provide relief for the economy and businesses. The total price tag for the package is in the neighborhood of $6 trillion […]
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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.
