About Mari Adam

Mari 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!
Author Archive | Mari Adam
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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 […]

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Workers Agree This Is The Most Valuable Employee Benefit

Is it a competitive salary? Extra vacation? Work/life balance? Or is it a big 401(k) match? Workers were asked what they feel is the most important employee benefit of all, and their answer may surprise you. They overwhelmingly said that health care coverage was the most valuable on-the-job perk. That’s the benefit that’s top of mind […]

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The Rich Are Just Like You And Me (Kinda)

Millionaires are just like you and me. Really. The Ameriprise Modern Money study surveyed over 700 millionaires. When it comes to money, they’re not that different from everyone else. Here’s proof. They’re truly the modest millionaires next door. The majority of wealthy people (those with $1 million or more in investable assets) do not consider […]

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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 […]

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Photos taken fro the Boca Raton South Inlet Park in Palm Beach County Florida during sunrise at beach.

Boca Raton Named One Of America’s Best Beach Towns

Looking for the perfect beach abode? Several Florida cities crushed the competition to vie for this year’s “best beach town,” as rated by WalletHub based on affordability, weather, safety, and economic vitality. Naples, Boca Raton, Sarasota, Venice and Jupiter all scored big in the rankings. Take a look at all the top contenders, as WalletHub […]

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Ex-NBA Star: What I Learned From Financial Mistakes

Ex-NBA star Antoine Walker learned the hard way when his lavish spending ended up with him in bankruptcy. Now he teaches rising young athletes about financial literacy so they don’t make the same mistakes he did. Looking back, the former player for the Miami Heat and Boston Celtics said during an interview with ThinkAdvisor magazine […]

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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. […]

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Florida Among Best Places To Start A Small Biz

Dreams of starting your own business? You’re in the right place in Florida. Our state came in 6th place in Wallet Hub’s annual survey of best and worst places to start a small business (Texas and Utah took the top spots). Florida has an outstanding “business environment,” says Wallet Hub, but lost ground with its slightly […]

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Counting On An Inheritance? Here’s What You Need To Know

Quite a few Americans expect to inherit money from an older generation. Over half of millennials expect to inherit from their parents, says a Charles Schwab survey. Other generational groups feel the same. 20% of Baby Boomers (age 55 to 73) believe they’ll receive money from parents or other relatives, as do 36% of Gen […]

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#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 […]

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