Our team of 6 CFP® professionals, plus our outstanding testing facilitator Kathy, showed off some pretty serious skills last week in Washington DC! We spent two days at the Certified Financial Planner Board of Standards, Inc. headquarters (CFP Board) refining questions that will appear on future CFP® exams. CFP® candidates are required to demonstrate competence […]
Don’t forget that Monday, February 17, 2020 is Presidents Day. Our office will be closed in recognition of the holiday. Banks and financial markets will also be closed. We will reopen on Tuesday, February 18. P.S. Is it President’s Day, Presidents’ Day, or Presidents Day? If like me, your mom was an English teacher, you’ll want to know. […]
Congratulations to our colleague Anthony LaBrake, CFP®, who just received news that he successfully passed the CFA® Level 1 Exam. That’s the first of three exams required to obtain the Chartered Financial Analyst® designation, regarded as one of the most prestigious and rigorous investment management credentials. The CFA Institute, which oversees the curriculum and testing […]
How we’ve grown! Mari was at a breakfast meeting this week for women financial advisors and investment experts, kicking off the Inside ETFs conference in Hollywood, Florida. That’s an annual get-together in Florida that attracts 2,000+ professionals from across the country, who come together every year to learn, network and share the latest ideas in […]
Interest rates are at rock bottom, pushing mortgage refinancings to a new post-crisis high. Lenders extended over $2.4 trillion in home loans last year, the most since 2006, reports The Wall Street Journal. That’s a positive sign for the economy. People who save money on their mortgage payment are likely to go out and spend that […]
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 […]
In recognition of Martin Luther King Jr. Day and market closures, our office will be closed Monday, January 20, 2020.
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, […]
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 […]
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 […]
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.
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Adam Financial Associates, Inc.
Crystal Corporate Center .
2500 N. Military Trail, Suite 306
Boca Raton, FL 33431