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Retiring Soon? Why Contributing To Your Traditional IRA For 2020 Could Be A Smart Move

Confused as to whether a Roth IRA or Traditional IRA might be best for you? Mari talked with Kiplinger’s Personal Finance magazine about  how to choose between a Roth or Traditional IRA. The first thing to know is that the contribution limit of $6,000 is unchanged from 2019 (you can contribute an extra $1,000, for a […]

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Martin Luther King Jr. Day 2020

In recognition of Martin Luther King Jr. Day and market closures, our office will be closed Monday, January 20, 2020.

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Money Migrating To Florida

Florida’s balmy weather and friendly tax policies continue to attract new residents. The Sunshine State brought in $16 billion in additional personal income from new residents in one year alone. That beats every other state for the 6th year in a row, according to Bloomberg and Crain’s New York Business. The next runner up, Arizona, […]

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Thanks Again For Helping Us Collect Toys For The Florence Fuller Center!

Every year at our holiday party, we collect toys to give to the kids at the Florence Fuller Child Development Center in Boca Raton. The Florence Fuller Center provides quality daycare, early education and family support programs for needy children. So many of you generously brought toys to share with children in the community, which we delivered to […]

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Happy New Year & Welcome 2020

We wish you a happy, healthy and prosperous New Year! Our office will be closed on Wednesday, January 1 so we can spend time with family and friends. We will reopen on a normal schedule on Thursday, January 2. Looking forward to making your financial dreams come true in 2020! From all of us at […]

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Have A Chill Holiday!

Our office will close for the Christmas holiday on December 25. We will reopen on a normal schedule on Thursday, December 26.   

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2019 Xmas Guys

Happier Holidays: The Toys Are On Their Way!

To all our Clients and Friends: Thank you so much for coming to our holiday party yesterday! It was great to see everyone and take a moment to celebrate the holidays together. We have much to be grateful for in 2019, and we look forward to a happy and healthy 2020. So many of you […]

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Holiday Party 2019

Come Celebrate The Holidays With Us!

Please stop by to celebrate the season with us! It’s our opportunity to say “Thank You” to our clients, friends and colleagues who we have had the good fortune to work with in 2019. Help us support our community’s children by bringing an unwrapped toy or gift. And join with us in getting ready to […]

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It’s Official! Adam Financial Joins Mercer Advisors

A message to our clients from Founder and President Mari Adam: It’s official! As of December 15, Adam Financial Associates (AFA) is joining the Mercer Advisors’ team! Mercer is one of the nation’s leading fee-only advisors, ranked consistently among the largest independent Registered Investment Advisers and financial planning firms in the U.S. Mercer Advisors will […]

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Succession Stories From The Front Line: Come Hear How We Did It

You’ve built a successful investment advisory firm. Now what? How do you execute a succession plan that lets you engage and retain next generation advisors? Come hear two of my colleagues and me talk about how we did it. Our panel is Monday afternoon, December 9, at the DeVoe G2 Forum – Fontainebleau Miami Beach. […]

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