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
dollars

Maxxing Out Your Social Security Benefits

You’ve probably heard us mention that, for most people, Social Security benefits are a very important part of your retirement income. Most people underestimate what those monthly guaranteed payments are actually worth. One recent estimate put the lifetime value of his-and-her benefits, where both members of a couple receive Social Security benefits, at over $900,000. […]

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Stock Market Trending Toward New Highs? Or Ready To Crash? What Valuations Can’t Tell You

How many times have you heard someone say they were hesitant to invest in the stock market because “prices were too high,” or price/earnings ratios were above average levels? It’s not uncommon to hear opinions like that, as investors struggle to make sense of the market and draw conclusions about its future direction. Unfortunately, while […]

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Congratulations To Scott Weigel On Earning The Financial Paraplanner Qualified Professional (FPQP™) Designation

We’re proud to announce that the College of Financial Planning has granted our colleague Scott Weigel the Financial Paraplanner Qualified Professional™ (FPQP™) designation. Congratulations, Scott! More about Scott Client Services Associate Scott Weigel was born and raised in Boca Raton, Florida. After graduating from St. Andrew’s School where he played water polo, he attended St. Francis College in Brooklyn Heights, […]

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Hurry! You Still Have Time To Contribute To Your IRA For 2018

The clock is ticking but you still have time to contribute to your Roth or Traditional IRA and have it count for 2018. You can check out our IRA tips from an interview we did with Yahoo Finance. A quick recap: the contribution limits for 2018 are $5,500 if you were under age 50 and $6,500 […]

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Why Not To Sweat The College Admission Process

The college admission cheating scandal has put higher education back in the news in a bad way. Is it really worth $500,000 to get into the “right” school? What if your child can’t get into his or her top choice school? And even if she can get in, what if it’s not realistic for you […]

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tax papers

Are You Getting Your Tax Money’s Worth In Florida?

Hate to pay taxes? Don’t we all. But wouldn’t you feel better knowing you and your community get the most in benefits compared to what you pay in? In WalletHub’s new Taxpayer Survey, researchers say Florida residents top almost all other states in getting their tax money’s worth back in benefits. In fact, compared to other states, […]

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Let The March Madness Begin!

U.S. employers stand to lose about $13.3 billion in productivity during this year’s March Madness basketball tournament, with the average U.S. worker spending 25.5 minutes per work day filling out their brackets, sharing highlights with coworkers, and watching the games. We’re no exception! If you stopped by our office today at lunch, you would have […]

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Florida #1 For Fraud: How Not To Be A Victim

So what else is new? Florida ranks #1 for consumer fraud complaints, partly due to our transient (and often older) population. According to a Federal Trade Commission report, Florida residents lost over $80 million to fraud in 2018. There was a big increase in government imposter scams. That’s where someone calls you, pretending to be […]

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St. Patrick’s Tip: One Way For Women To Turbo-Charge Their Retirement Income

Last week, I did a talk for a Fort Lauderdale women’s group about how women can control their money rather than letting it control them. I included a totally amazing tip to help women boost their retirement income (so amazing I had to triple-check the numbers myself!). It almost seems too good to be true, […]

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exchange traded fund

Quote Of The Week: When An Exchange Traded Fund May Not Be The Right Choice

“Ninety-nine percent of ETFs out there are garbage—marketing hype. They are products meant to be sold, not bought. Maybe a handful or two are worth considering. The rest are hype.” Larry Swedroe, Director of Research for Buckingham Strategic Wealth, with over $13.7 billion in assets under management (AUM), in an interview with Wealth Management magazine, January 10, […]

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