I was out yesterday picking up a prescription, and was stunned to see that my refill cost $168 out-of-pocket for a month’s supply. Since I refilled a $171 prescription (also out-of-pocket) for my son a few days before, I did the math to realize that two prescriptions were costing me over $4,000 per year, on top of insurance premiums, […]
About Mari AdamMari 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!
One of our most important challenges is helping clients think like an investor. Without that elusive investor temperament or mindset, long-term success in the markets is difficult to achieve. But what exactly is involved in having the right temperament to invest successfully? George Sisti, a fellow Certified Financial Planner and Registered Investment Advisor, has a good idea of what’s NOT […]
In a move that will save our clients money and give us more flexibility in building low-cost, diversified portfolios, Charles Schwab & Co. just unveiled a new commission-free, no-transaction-fee ETF (exchange traded fund) marketplace. The new platform debuts with 105 exchange traded funds from leading providers including Charles Schwab Investment Management, State Street SPDR®, Guggenheim Investments, PowerShares, ETF […]
Who says television isn’t educational? Here’s a clever piece by Corey Dahl called “8 estate planning lessons from “Downton Abbey.” Writes Dahl: “The Masterpiece Theater hit “Downton Abbey” offers helpful lessons in a lot of things. … In between all the backstabbing, messy relationships and ego-fueled showdowns, the miniseries is also an in-depth tutorial on the prudence […]
We do a lot of reading in the course of the week. It’s important to keep our finger on the pulse of what’s new (and sometimes even exciting!) in the world of personal finance. One blog we enjoy reading is penned by Sandy Leeds, a graduate professor of business at University of Texas at Austin. He […]
Come summer, two of our favorite clients might be checking in with us from the wilds of Alaska. Or they could be calling from the Valley of Fire in Nevada, from Yosemite, or the Acadia National Park in Maine. This retired couple has managed to do what many people only dream of, spending 6 months each summer on the road in […]
Once viewed as the Wild West of finance by many mainstream investors, emerging market debt is finally getting the respect it deserves. Corporate and government debt (or bonds) issued by emerging market countries makes up an estimated 10% of the global bond market, according to investment firm TCW Group. Yet, the average investor has only 3% to 5% of his […]
We can’t fit them all here, but a recent Vanguard newsletter featured 10 steps you can take to encourage your child to pursue a college education. Some are obvious, others a little less so. If you have children at home of any age, please take a look at these thoughtful suggestions. (We’ve also listed at the bottom some […]
With interest rates at historic lows, it’s no surprise that investors are turning to dividend-paying stocks as a way to supplement their income. After all, some stocks pay more income than Treasury bonds. But is one dividend-paying stock just as good as another? Are the highest dividends always the best dividends? The answer is a […]
“Without knowing how much you spend, it’s virtually impossible to figure out how much you’ll need to save for retirement.” Anne Tergesen, “Seven Resolutions to Get Your Nest Egg in Shape,” Wall Street Journal, January 14, 2013 Financial Tip: Getting a handle on your spending is key to getting your finances – and your retirement […]
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.
Have A Financial Question?
- We’re Working Remotely April 6, 2020
- The Market’s Down: Should You Make Changes To Your 401(k)? March 23, 2020
- A Silver Lining To The Pandemic: Getting The Kids Back Home Again April 29, 2020
- 5-Minute Fix
- Aging and Money
- Company & Community News
- Consumer Tips
- Estate Planning
- Financial Hall of Shame
- Financial Planning
- Guest Blog
- Health & Wellness
- Investments 101
- Making A Difference
- Making, Spending, and Saving Money
- Marriage and Divorce
- On Your Own: Money Smarts For Millennials
- People & Profiles
- Quote of the Week
- Real Client Advice
- Real Estate and Mortgages
- Women and Money
Adam Financial Associates, Inc.
Crystal Corporate Center .
2500 N. Military Trail, Suite 306
Boca Raton, FL 33431