Got Social Security questions? Be prepared to spend some time online or on the phone. Social Security is cancelling in-person meetings and closing local offices until further notice to protect employees and customers from COVID-19. You can read more details in tax expert Kelly Phillips Erb’s column in Forbes. Online services are always the best option. […]
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!
“Historically, it takes an average of eight months to enter a bear market. This time it took less than one month—the fastest ever.” Jeffrey Kleintop, CFA,Chief Global Investment Strategist – Charles Schwab & Co, Inc., “Who fueled the fastest bear market ever?,” March 16, 2020
If you’ve invested long enough, you know that market turbulence is an unfortunate fact of life. But knowing that doesn’t always make it easier to take. So here’s a quick reminder that may put your mind at ease. Most investors withdraw only a small percentage of their portfolio each year. For people in the early stages […]
Market turbulence can be hard to deal with, but we know that market pullbacks are a normal and unavoidable part of investing, especially over the shorter-term. Unfortunately, no one can predict or control the market, and trying to eliminate market volatility can cause you to miss out on the generous long-term growth that market investments […]
Mercer Advisors is making news! Mercer Advisors just awarded two 2020 scholarships to students at the University of California, Irvine to support the next generation of financial planning professionals. Allison Cherna and Zoey Zhou were both awarded scholarships to help fund their student careers at the prestigious UCI Paul Merage School of Business. The scholarships […]
As if the spread of Coronavirus isn’t bad enough, clients need to be aware of the rapidly escalating number of Coronavirus scams. What scams are out there? The scams include websites selling fake products, and fake emails, texts and social media posts designed to steal your money and personal information. The emails and posts may […]
One of the most common questions we’re getting from clients this week is how to handle overseas travel they’ve already booked, given the growing threat of Coronavirus. In many cases, they have already paid for or put big deposits down on expensive trips. Should they stay or should they go? We share 6 tips below to help you […]
Shark Tank investor and real estate legend Barbara Corcoran recently admitted she fell hard for a classic case of email fraud and ended up losing almost $400,000. The perpetrators researched details of her company, and then submitted an elaborate fake invoice and emails purportedly from key assistants. They convinced Corcoran’s staff to wire the funds […]
If you’re looking for an affordable way to lock in college costs for your kids or grandkids, without being affected by the ups and downs of the market, take a good look at the Florida Prepaid College Plan. It’s open for new enrollment until April 30, and is now offering the lowest Prepaid Plan prices in […]
Florida residents: There’s an important deadline quickly approaching. If you purchased a new, primary residence in Florida, you have until March 1 to apply for homestead status. Florida residents are entitled to important property tax benefits on their primary and permanent residence, or “homestead.” The Florida Property Tax Exemption for Homesteaded Property provides valuable tax benefits to owners of real property […]
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.
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