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
Time to develop a financial plan

Time to Make a Plan?

American professional baseball player Yogi Berra summed it up the best. If you don’t know where you are going, you might wind up someplace else. That’s certainly true when it comes to financial and retirement planning, and underlines the value of charting a clear course and seeking professional advice.  Research shows that people working with […]

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charting your financial future with Mari Adam, CFP

Charting your financial future

Welcome to our personal finance blog, which will focus on the financial planning and investment issues that affect you in your personal and professional life. Each day, we all face an unprecedented number of critical financial choices that often seem to require specialized knowledge and complex analysis. Many people are simply overwhelmed by the number […]

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giving thanks

Quote of the Week: Giving Thanks

“Be thankful for what you have; you’ll end up having more.  If you concentrate on what you don’t have, you will never, ever have enough.” Oprah Winfrey  

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