How to make sense of the market volatility? What changes to your portfolio strategy should we be making for 2019? We spent Thursday in Palm Beach talking to some of the top private wealth and alternative strategists, who cater to America’s wealthiest families, about what they see ahead and how to apply it to your […]
Please stop by Thursday, December 13 to join us as we celebrate the holiday season! You are encouraged to bring an unwrapped toy for the Florence Fuller Child Development Centers, so we can share the holiday spirit with those in need! We hope you can make it! Please call Nadia Rullo at 561-417-0001 to RSVP.
Please join us in congratulating Brad Goldstein, FPQP™ on his recent promotion to Director of Client Services. Brad works with clients on all aspects of their financial planning needs, including opening and funding new accounts, updating beneficiaries, and transferring money between accounts. Feel free to contact Brad with any questions or service requests, from getting […]
Why are we giving thanks? Because we have the best jobs in the world. We get to work with the nicest bunch of people (you, our clients), helping you make your dreams come true. We do our best every single day to give you security and peace of mind so you can reach your goals and spend […]
Dorcas Reilly, Campbell Soup’s home economist who invented the iconic green bean, mushroom, and fried-onion casserole, died last month at age 92, but her creation will live forever on Thanksgiving tables everywhere. Here’s the recipe for the holiday favorite. Dorcas created the dish in 1955 while she was the Campbell Test Kitchen Manager. What’s the secret […]
The American Dream is alive and well! Nadia Rullo, Client Services Associate at Adam Financial Associates, attended the American Dream Summit Luncheon in Fort Lauderdale last Wednesday on behalf of clients who have included this worthy cause in their charitable giving plans. The event is hosted by Broward College Foundation to honor donors who have contributed […]
I’m up in Washington D.C. this week at Impact 2018, Schwab’s huge annual investment conference that gathers thousands of investment advisors, vendors, and experts from across the U.S. It’s actually great timing given this week’s turmoil in the stock market. We’ve had multiple conversations with economists and market strategists about inflation, rising interest rates, and […]
It’s billed as the industry’s largest gathering of investment experts and visionaries, and I’m excited to be a part of it this week in Washington D.C. It’s Schwab Impact 2018, four days of high-level investment speakers, exhibitors, software demos and workshops. It couldn’t be more timely. This afternoon’s keynote speaker was former Fed Chair Janet Yellen, […]
Making gifts to charity? Giving is good, but getting tax benefits when you give is even better. Due to changes in the tax law, it’s now harder for most people to get a tax deduction when they give to charity. But that’s no reason to stop giving. We’ve got the perfect solution – a Qualified […]
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?
- Millennial Investors: Adjusting Expectations For The Real World December 3, 2018
- Young Buyers Say Home Not As Sweet As They Hoped July 31, 2018
- When It Comes To Retirement Income, Less Than 1 Out Of 4 Gets It Right September 11, 2018
- Why Women Need To Take Charge Of Their Money December 11, 2018
- Quote Of The Week: Millions Of Americans One Medical Emergency Away From Financial Ruin December 11, 2018
- Why No One Likes IRMAA: Medicare’s Stealth Tax Targets Higher Income Retirees December 9, 2018
- 5-Minute Fix
- Aging and Money
- Company & Community News
- Consumer Tips
- Estate Planning
- Financial Hall of Shame
- Financial Planning
- Guest Blog
- Health & Wellness
- Investments 101
- Making A Difference
- Making, Spending, and Saving Money
- Marriage and Divorce
- On Your Own: Money Smarts For Millennials
- People & Profiles
- Quote of the Week
- Real Client Advice
- Real Estate and Mortgages
- Women and Money
Adam Financial Associates, Inc.
Crystal Corporate Center .
2500 N. Military Trail, Suite 306
Boca Raton, FL 33431