We would like to take a moment to say “Thank You” to all our clients, their families, and community members who are health care professionals and are helping to battle the coronavirus pandemic. We are grateful for your knowledge, expertise and sacrifice!
Mercer Advisors is making news! Mercer Advisors just awarded two 2020 scholarships to students at the University of California, Irvine to support the next generation of financial planning professionals. Allison Cherna and Zoey Zhou were both awarded scholarships to help fund their student careers at the prestigious UCI Paul Merage School of Business. The scholarships […]
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, […]
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