Do you get that feeling of panic when you turn on the TV news and see those triple-digit market drops? You’re not alone. Unfortunately, that type of market turbulence is a pretty common occurrence nowadays. Big market movements are becoming everyday events, but in all fairness, the markets are just as likely to climb up […]
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!
Sold Bitcoin? The IRS May Want To Talk To You
Sold Bitcoin or other digital currencies? Don’t be surprised if the IRS comes knocking on your door looking for any taxes due, says a recent Wall Street Journal article. The Internal Revenue Service is sending warning letters to more than 10,000 Bitcoin and other cryptocurrency holders, reports the Journal. It got their names from a popular […]
Safety In Dividends?
With renewed concerns about slowing economic growth, more of our clients want to discuss how dividend-paying stocks can play a role in their portfolio. What’s the attraction? Investing in stocks that pay dividends can generate a nice income stream. That’s especially attractive when you stop working and need to take monthly income from your portfolio. Not all stocks […]
Married Women At Greatest Financial Risk In Retirement
Living in a two-salary household should provide stability and financial security, right? Not necessarily, says a new report from the Center for Retirement Research at Boston College, which draws some surprising conclusions about women, money and financial choices. Despite higher household income, married women in two-salary families are actually at the greatest financial risk in retirement. […]
#1 Best Way To Help The Kids or Grandkids? Get That Roth IRA Going
During a client meeting in our office last week, we talked about how they – parents of young adult kids (in their 20s and young 30s) – could help the kids get onto a sturdier financial footing without killing their own initiative or enabling them. We’ve written about this a lot, but it’s always worth repeating […]
Claim Your Social Security Account Before Hackers Do It For You
Imagine that you’re finally ready to claim your retirement benefits and contact the Social Security Administration, only to find out that someone has been claiming your hard-earned benefits for years, and directing those monthly checks to a bank you’ve never heard of. It can happen. Social Security is asking more American workers to request benefits […]
Quote Of The Week: Women Save, Men Invest
“An adage in the financial sector goes that women save and men invest – and this still rings true. It seems that even women who have money to put aside tend to squirrel it away rather than try to grow it” Hilary Osborne, “Why women need to stop saving their cash – and start investing,” The […]
Stock Market Trending Toward New Highs? Or Ready To Crash? What Valuations Can’t Tell You
How many times have you heard someone say they were hesitant to invest in the stock market because “prices were too high,” or price/earnings ratios were above average levels? It’s not uncommon to hear opinions like that, as investors struggle to make sense of the market and draw conclusions about its future direction. Unfortunately, while […]
We Love To Work With Women Clients, And It Shows!
We’re thrilled and honored to share that we’ve been singled out to receive the Women’s Choice Award® for the fourth consecutive year, spotlighting our firm’s commitment to women. The Women’s Choice Award® is the premier recognition award for well-qualified financial advisors who are committed to the women’s market and serving their female clients. This recognition demonstrates our unwavering […]
5 Reasons Investors Should Be Happy About Higher Interest Rates
#1. Despite all the hype and panic, interest rates are really not far from where they were 1 year ago. You’re probably sick of all the drama about the Fed and higher rates. That’s all we’ve heard about this year. But guess what? Rates aren’t much higher than they were a year ago. On December […]
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.
