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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Paving The Way For More Women In Financial Careers

Thanks to the CFA Society of South Florida for inviting Mari to participate in the February 6 panel on “Women in Finance” at the Huizenga School of Business at Nova Southeastern University. The event was open to CFAs (Chartered Financial Analysts), students and professionals exploring career changes. It was a great opportunity to spread the […]

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Love & Romance: “Managing Your Money Well” Is The New Sexy

What’s new in love and romance? Managing your money well is the new sexy, says a new survey from personal-finance website WalletHub. According to the survey, 38% of people surveyed said they would not date someone with bad credit. More than 4 in 10 say they would break up with their significant other if he or […]

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Premiums Skyrocket For Florida Long-Term Care Policies

Did you catch the article in Sunday’s South Florida Sun-Sentinel about how long-term care premiums are skyrocketing? The numbers are staggering. “Longtime Blue Cross Blue Shield of Florida policyholders have been notified by mail in recent weeks that annual premiums for their coverage will increase by an average of 94 percent through 2021,” writes Ron […]

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It's Open Season For The Florida Prepaid College Plan

It’s Open Season For The Florida Prepaid College Plan

It’s that time again! Enrollment opens for the Florida Prepaid College Plan this Friday and goes through April 1. Not familiar with the Prepaid? It’s a great way for Florida residents to pre-pay and lock in the cost of a Florida college education for kids or grandkids. Consider it as your first step toward “paying […]

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In Your 20s? 30s? 40s? 50s? Here’s How To Retire A Millionaire

Want to live a stress-free life with $1 million or more in the bank? It’s certainly possible. We spoke with financial reporter Hillary Hoffower of Business Insider to share what to do right, and what not to do wrong, at every decade of your life, so you can stay on the fast track to banking […]

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Did Your 401(k) Take A Beating In 2018?

Across America, many workers got an unpleasant surprise as they opened their December 401(k) statements. Instead of going up, their investments took a dive. Even those who invested in fairly conservative 2025 target date funds, designed for workers nearing retirement, found their accounts looked battered after December’s bruising market shakedown. “Stocks and bonds, both domestic and […]

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Quote Of The Week: With High Quality, Low Price, Getting Into Florida Universities Becomes More Challenging

“Every year it gets harder and harder to get into schools in Florida. It’s because the schools are fantastic and out-of-state-schools are very expensive.” Dave Arnott, parent of a student at Cypress Bay High School in Weston, Florida, as interviewed in Admission to UF, FSU, other state universities may depend on where you attend high school, […]

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Clients, Make Tax Time Easier With Our 1099 Service

For many clients, tax time can be a confusing tangle of documents, 1099s, and statements. Just when you think you’re done, you open your mailbox to find even more corrected documents! We understand the frustrations, so let us help make the process a little bit easier for you. With your authorization, we can safely forward all […]

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More Wealthy Northerners Relocating To Sunny Florida

The great real estate relocation may be underway. “Luxury sales are slowing across the country, from New York to California, but they’re rising in South Florida,” reports Bloomberg, which says million-dollar plus home sales jumped as much as 15% in our area at the end of 2018. What’s behind the surge? Real estate brokers say […]

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Confused About Brexit? Aren’t We All?

We’ve been living with news stories about “Brexit” for over two years now, but who really understands what’s going on? There have been negotiations, deals, votes of no confidence, more deals, declarations and so forth and so on, all resulting so far in … nothing. But make no mistake. The clock is indeed ticking. On […]

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