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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How To Tell If a Retirement Community Is Financially Sound

If you or your parents are contemplating a move to an assisted living or continuing care retirement community (CCRC), you’ll want to take a look at Glenn Ruffenach’s informative article in last week’s Wall Street Journal. Ruffenach, who writes frequently on retirement issues, tackled a question on many people’s minds.  How can you make sure […]

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Quote of the Week: When Is a Financial Planner Really a Financial Planner?

“The financial advice industry has 212 reasons to be confused. That’s the bewildering number of professional designations advisors use to indicate their expertise in every money issue under the sun, from retirement planning and college savings to insurance and investment funds. The alphabet soup is mystifying for investors. It’s baffling for advisors. And it’s getting […]

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Bottoms Up: Investing In Rare Whiskey, Designer Handbags, And Classic Cars

You already know that residential real estate and the stock market have racked up solid price gains over the past year, but they are far from topping the investment charts. Luxury goods like art, classic cars, and fine wine have set even more ambitious price records, despite the uncertainty caused by the pandemic. In 2020, […]

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Make Your Home Work Harder For You In Retirement

Thank you to writer Rivan Stinson of Kiplinger Personal Finance for checking in with Mari to talk about how your home can work harder for you in retirement! In most communities, the real estate market has been on fire. You’ve probably been watching your home equity climb to new highs. So how can you tap […]

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Mari Speaks On College Planning At Financial Planning Conference

Thank you again to the Financial Planning Association of Central Florida for the invitation to talk about “College Planning After COVID” at the group’s 31st Annual Symposium in Orlando last week! It was great to network with fellow financial planners, and participate in the outstanding educational sessions on residential real estate, Medicare, investments and other […]

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Dwyane Wade’s Smart Moves To Manage His Money

Dwyane Wade may have made more than $196 million during his NBA career with the Miami Heat and other teams, but he still sticks to a budget. The media is full of stories about celebrities and pro athletes who can’t handle their money, so Wade’s experience shows us it doesn’t have to be that way. […]

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Congratulations To Austin Tanner On Earning His CFP® Certification!

Warm congratulations to our Boca team member Austin Tanner on earning his CERTIFIED FINANCIAL PLANNER™ Professional certification and the right to use the CFP® marks! Austin recently passed the CFP® Certification Examination and met other requirements needed to earn the designation. We’re thrilled to recognize this significant achievement and Austin’s hard work! What’s involved in becoming […]

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Remodeling? Here’s How To Pay For It

Planning to remodel your kitchen or bathroom? Or maybe you’re upgrading your windows, adding a whole-house generator, or making other updates to your home? With people spending more time than ever at home due to COVID, Americans are undertaking plenty of home improvement projects, and our clients are no exception. The frequently seek our input […]

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Quote Of The Week: Making A Successful Transition To Retirement

What’s involved in making a successful transition to retirement? You would think it’s mainly about money, but you would be wrong, says author and columnist Robert Laura, who specializes in retirement issues. Money considerations only come into play at the end, says Laura. Your financial wellness and happiness depend much more on staying active, connected, […]

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Ready For Retirement? Check Out Our Tips In Business Insider

Are you saving enough for retirement? We had a chance to chat with reporter Laila Maidan of Business Insider about designing a personalized retirement roadmap tailored to meet your specific goals. While saving 10% to 15% of income each year is a solid rule of thumb, that advice may not be suitable for everyone. A simple […]

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