About Mari Adam

Mari Adam, Certified Financial Planner™ 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
Scott Weigel -Boca Raton

Congratulations To Scott Weigel On Earning His CFP® Certification!

Warm congratulations to our Boca team member Scott Weigel on earning his CERTIFIED FINANCIAL PLANNER™ certification and the right to use the CFP® marks! Scott recently passed the rigorous CFP® Certification Examination and met other requirements needed to earn the certification. We’re thrilled to recognize this significant achievement and Scott’s hard work! What’s involved in becoming a […]

Read full story Comments { 1 }
construction san fran Photo by Jeriden Villegas on Unsplash

5 Things To Know About The New Infrastructure Bill

It’s not law yet, but the much anticipated $1 trillion infrastructure package is moving along through Congress. The Senate passed the bill last week. Now it goes to the House. Here’s a quick summary: Why is the Infrastructure bill important? First of all, while the details are still being worked out, the legislation has rare […]

Read full story Comments { 0 }
student college debt Image by Tumisu from Pixabay

Student Loan Relief Extended Once Again

Due to the COVID-19 pandemic, the federal government put student loan repayments on ‘pause’ since last year. Borrowers with federal student loan debt have been allowed to skip payments, so they can use their financial resources to pay for necessities like rent, food, child care, or other bills. The White House just announced that those […]

Read full story Comments { 0 }
15 May 2013 --- Mother watching young son use digital tablet. --- Image by © Hero Images/Corbis

How to Make the Most of the New Child Tax Credits

What is the best way for parents to make the most of the extra $250 to $300 a month? Across the state, Florida families have started receiving monthly Child Tax Credit payments that took effect last month as part of the federal government’s pandemic relief. According to the IRS, 90% of American families with children […]

Read full story Comments { 0 }
older couple Photo by Gustavo Fring from Pexels

4 Facts To Understand So You Don’t Outlive Your Savings

Retirement today is a whole new ballgame, and it might run a few extra innings. That may not be the best sports analogy, but it’s one of the main takeaways from an online conversation sponsored by Barron’s with gerontologist and aging expert Ken Dychtwald, CEO and founder of Age Wave. Dychtwald is a prolific writer and […]

Read full story Comments { 0 }
gree trees Photo by Ed van duijn on Unsplash

Giant Government Retirement Plan Going Green

Over 6 million workers from government agencies and uniformed services will soon have the option of going green when it comes to their retirement plan investment choices. The government version of a 401(k) is the Thrift Savings Plan, a giant $762 billion defined contribution plan that collects employee salary deferrals and government matches for over […]

Read full story Comments { 0 }
Kiplinger ensemble smaller 2

Start Planning Now For Long-Term Care Needs

More than two-thirds of 65-year-olds will need some type of long-term care in their lifetime, and that care can be extremely costly, writes Rivan Stinson for Kiplinger Personal Finance magazine. Rivan recently interviewed Mari for her in-depth expose on planning for long-term care costs.  The first challenge is knowing whether you should buy long-term care […]

Read full story Comments { 0 }
prince musician Photo by Doyoun Seo on Unsplash

What Prince’s Estate Can Teach Us About Estate Planning

Music genius Prince, aka The Great Purple One, aka Prince Rogers Nelson, seemed to have everything, even his own custom shade of purple created just for him. But what the musician left behind after his untimely death in 2016 was a big legal mess, since Prince apparently never drafted a Trust or Will indicating who […]

Read full story Comments { 0 }
houses cropped Photo by FilterGrade on Unsplash

Quote Of The Week: Walking Away From High Home Prices

“We’re nowhere near where we were at the peak of the last housing cycle, but we do need to be careful. Walking away from an obviously overvalued home may be the best thing buyers can do in this kind of market.” Ken H. Johnson, real estate economist and associate dean at Florida Atlantic University’s College […]

Read full story Comments { 0 }
Is Inflation Bad? Not Always  

Is Inflation Bad? Not Always  

Is inflation always a negative? Mari was interviewed by  journalist Kimberly Lankford for an article on Yahoo Finance about how inflation can actually be a plus for your finances.   Inflation can lead to higher Social Security payouts, for example, and can push up short-term interest rates, like those that govern how much you can earn on your bank and […]

Read full story Comments { 0 }