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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Got Crypto? Now You Can Use It To Help Your Favorite Charity

I was having lunch last month with one of my favorite non-profit groups when the CEO pulled me aside to show me a novel email solicitation on his phone. The sender of the email promised to share cutting-edge expertise on how non-profits like his could boost their fund-raising efforts by taking donations in cryptocurrency. What? […]

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Are South Florida Homes Overvalued?

It’s one of those classic good news/bad news stories. High home prices in South Florida are good news for local sellers, but are making the house hunt extremely challenging for area buyers, who are facing bidding wars and tough competition from well-heeled out-of-state residents relocating to the Sunshine State. Are South Florida homes overvalued? New […]

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Happy Thanksgiving 2021!

Wishing you, your family, and friends a Thanksgiving holiday full of warmth, giving, and togetherness! Thank you for giving us the opportunity to help you make your financial dreams tomorrow’s reality! We are grateful for your trust and support, and wish you all the best for the holiday season.

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‘Tis The Season … For Financial Scams

‘Tis the season for turkey, tinsel and toys. Unfortunately, all too often it’s the season for scams, as well. Last week’s headlines told the story of an 82-year old Tampa woman who apparently fell for a “grandparent scam” and lost over $700,000. This is one of the top 10 financial scams targeting seniors, according to […]

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Act Now To Increase Your Retirement Contributions For 2022

If you are still working, you should act now to increase your retirement contributions for 2022. Contributing to your accounts can provide you with valuable tax deductions, cut your ultimate tax bill, and help stormproof your future retirement nest egg by providing a cushion for uncertain times. The IRS just released the new contribution limits […]

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Gift And Estate Tax Changes For 2022: What You Need To Know

The IRS just announced important gift and estate tax changes for 2022 that you’ll need to know. Higher Gift Limits The annual gift exclusion increases to $16,000 for calendar year 2022, up from $15,000 for calendar year 2021. That’s the amount you can gift to anyone during the year, whether children, family, or friends, without […]

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Considering A Move To A Retirement Community?

A shout out to one of our very astute clients for recommending a great consumer guide for people who may be considering a move to a retirement community. It’s called the Consumer’s Guide to Continuing Care Retirement Communities, and it’s issued by the National Continuing Care Residents Association. That’s a non-profit organization of residents and prospective residents of […]

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On Veterans Day 2021: Honoring All Those Who Have Served

I had the honor yesterday of talking with one of our clients who had served in the Korean War, and thanked him for his service. On this Veterans Day 2021, we would like to recognize and thank all our military and their families, who sacrifice so much to keep our country safe and strong!

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White House Tax And Spending Bill Takes Final Shape

 via GIPHY Big sigh of relief! The White House has just released the $1.75 trillion framework for its social and climate-related Build Back Better plan and clients will be relieved to hear that, as of now, it does not contain the disruptive tax, retirement or estate tax measures that they may have been fearing. […]

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Women Edge Out Men When It Comes To Investment Returns

Fidelity’s 2021 Women and Investing Study shows that women edged out men when it comes to investment returns over the last decade. After analyzing over 5 million customer accounts from 2011 to 2020, Fidelity calculated that women achieved slightly better results than men (0.4% higher returns per year) due to their disciplined and consistent investment approach. That’s […]

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