Thousands of people packed up and headed south over the last 12 months, making the Miami/Fort Lauderdale area the hottest destination in the country for relocating workers, as measured by movements of LinkedIn members themselves. LinkedIn’s Economic Graph team says, among all areas in the U.S., South Florida has experienced the greatest percentage population inflows […]
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CNN Business: Will Congress Kill The Backdoor Roth IRA?
You may have heard that some folks in Congress are threatening to squash the so-called ‘Backdoor Roth IRA,’ as the legislature debates passage of the Build Back Better bill, a multi-trillion dollar social welfare and spending proposal. What exactly is the Backdoor Roth IRA? For a quick overview, check out our recent blog story about Backdoor […]
Happy Thanksgiving 2021!
Wishing you, your family, and friends a Thanksgiving holiday full of warmth, giving, and togetherness! Thank you for giving us the opportunity to help you make your financial dreams tomorrow’s reality! We are grateful for your trust and support, and wish you all the best for the holiday season.
Considering A Move To A Retirement Community?
A shout out to one of our very astute clients for recommending a great consumer guide for people who may be considering a move to a retirement community. It’s called the Consumer’s Guide to Continuing Care Retirement Communities, and it’s issued by the National Continuing Care Residents Association. That’s a non-profit organization of residents and prospective residents of […]
On Veterans Day 2021: Honoring All Those Who Have Served
I had the honor yesterday of talking with one of our clients who had served in the Korean War, and thanked him for his service. On this Veterans Day 2021, we would like to recognize and thank all our military and their families, who sacrifice so much to keep our country safe and strong!
Buying A Home Or Refinancing? When A 30-Year Mortgage May Not Be The Best Choice
Buying a new home or refinancing? You’ve probably wondered whether you should get a mortgage, and if so, what kind? That’s one of the most common questions we get from clients. Veteran financial reporter Jeanne Sahadi did a great job exploring the topic for CNN in an October 21 article for CNNBusiness. We talked to her […]
George Washington University Panel Explores Financial Literacy Challenges
Only 24 percent of millennials understand basic financial topics. Without a fundamental understanding of financial concepts, people find it difficult to make informed choices about saving, investing, borrowing, and more, and that puts them at risk in a system, like ours, that expects people to be responsible for their own retirement savings and financial well-being. Mari participated […]
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 […]
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 […]
How To Protect Your Nest Egg From Inflation
Thank you again to CNN’s Jeanne Sahadi for the chance to talk about how to protect your nest egg from inflation and why there is no age at which you can say, “I don’t need growth.” Today’s budding inflation fears remind us how a well-designed portfolio can help protect us from the effects of rising […]
About Mari Adam, CFP®
Mari Adam, Certified Financial Planner™ has helped hundreds of individuals and families build wealth and plan for a more secure financial future for over 30 years. Her advice has appeared in publications such as Wall Street Journal, Kiplinger’s, Money Magazine, Business Week, and CBS MarketWatch.
