When times are tough, don’t be afraid to invest. Just look at this timeline below showing all the leading companies that got their start during recessionary times (compliments of Capital Group).
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!
Thank you to America’s IRA Expert Ed Slott, CPA and to Financial Advisor magazine for hosting the incredibly informative June 9 webcast answering advisors’ questions on the 2020 retirement tax rules. Ed Slott, if you are not familiar with his name, is widely regarded by financial planners as the expert’s expert when it comes to […]
Congratulations to the five South Florida women who each won $1,000 college scholarships last week from the Broward Women’s Alliance! Each scholar was selected after displaying remarkable academic achievement, extra-curricular participation and community service. This is the 23rd consecutive year the awards have been given to local women who need support to advance their professional goals […]
Sheltering-at-home has been tough on many people during the COVID-19 pandemic. Some are lonely, some are bored, many miss seeing their grandkids, and more than a few have their hands full juggling work, childcare, medical concerns, and financial stress. That’s why I consider myself one of the lucky ones. For the last few years I’ve […]
It’s official: Women over fifty know their own mind and aren’t afraid to speak up. When asked during a recent research study what they want from their financial advisor, mid-life women were very clear in spelling out what is on their wish list. Here’s seven key items mid-life women 50+ are looking for from their […]
Whether you’re still working or already in retirement, you may feel less confident now about your income than you did in January due to the ongoing fallout from the coronavirus pandemic. It’s natural to want to proceed with extra caution going forward. One way to get your finances back into your comfort zone is to […]
Young Americans are priced out of real estate markets in many of their favorite cities. Home values are so high in relation to income in the nation’s leading metropolitan areas that young home-buyers would need decades to save enough money to put down a 20% down payment. But it doesn’t need to be that way. […]
“I almost threw it out,” confessed one client. “I thought it was another unsolicited credit card offer and was getting ready to put it in the shredder,” said another. They are talking about the prepaid debit cards they received from the U.S. Treasury containing their stimulus payments issued under the CARES Act. The cards, called Economic […]
Surprise! Here are the 8 most unexpected products that people have wanted to buy during the pandemic.
The clock is ticking but you still have time to contribute to your Roth or Traditional IRA and have it count for 2019. A quick recap: the contribution limits for 2019 are $6,000 if you were under age 50 and $7,000 if you were 50 or over by 2019 year-end. You have until July 15, 2020 to submit your contribution. Here’s 4 […]
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.
Have A Financial Question?
- We’re Working Remotely April 6, 2020
- The Market’s Down: Should You Make Changes To Your 401(k)? March 23, 2020
- A Silver Lining To The Pandemic: Getting The Kids Back Home Again April 29, 2020
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