OK. There is just no nice way to put it. All those smart apps and smart phones and clever financial programs that let you move money, buy stocks, and check your account balances on a teeny tiny screen are not helping. In fact, they’re making the situation worse. Research conducted by the Global Financial Literacy Excellence […]
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Win The Mega Millions $1.6 Billion Jackpot? Call Us!
Win the $1.6 billion Mega Millions jackpot? First sign the ticket, says the lottery’s lead director, then go get yourself a good financial adviser. What’s the secret to picking the winning numbers? Can’t help you with that, says the Mega Millions official. “It’s completely random.” If you do win, you’ll pay about 37% of your jackpot […]
How To Be A Loving Pet Parent: Health Care For Your ♥ Furry Friends
We grew up with big dogs. First it was a German Shepherd that was bigger than we were. Then it was a rescued Standard Poodle. No slouch; she wrestled an errant muskrat she found trespassing in her yard. She won the fight, but had to endure some nose patching afterwards. A couple of black Labs […]
Balancing Being Mom With Work: Never An Easy Task
Work? Kids? Family? Friends? How is it possible to balance it all? It’s not easy, as we all know. I still have vivid memories of waking up at the crack of dawn, getting dressed for work, packing lunches, getting two toddlers ready for day-care drop off, then making it to an early morning work meeting, […]
Just Why Are We So Concerned About Making Your Money Last?
Our clients know that one of the things we talk about a lot is how to make your money last. That means making smart decisions about how to invest and how much to spend each year. When you look at the facts behind longevity – how long you are likely to live – you’ll understand our […]
Even Celebrities Get Told To Stop Spending Money
See if this makes you feel better about sticking to a budget. Even celebrities get told to stop spending money, says celebrity accountant Kristin Lee, who manages the finances of top entertainers, athletes and musicians. Here’s some of her insider tips for helping her rich and creative clients stay on top of their financial game: […]
Quote Of The Week: Finding The Right Financial Advice
Where do you turn when you need financial advice? It’s hard to know whom to trust, and even harder to know who can give you the unbiased and experienced guidance you need. The personal finance experts at Kiplinger Personal Finance, who have been helping Americans manage their finances since 1920, explain why you may want […]
Brad Goldstein Earns the Financial Paraplanner Qualified Professional (FPQP™) Designation
Adam Financial Associates, Inc. of Boca Raton, Florida is pleased to announce that the College of Financial Planning has granted our colleague Brad Goldstein the Financial Paraplanner Qualified Professional™ (FPQP™) designation. More about the Financial Paraplanner Qualified Professional™ Designation The Financial Paraplanner Qualified Professional™ is a key player on the financial planning team, with demonstrated competence in gathering, […]
Prom Night: Your Kids’ $1,000 Lesson On How To Spend Money
Dresses, tux, tickets and that traditional corsage don’t come cheap. The average prom costs over $919 on average. It’s hard to believe that the price tag for this teen rite of passage is almost a grand. And here’s the oddest thing about it. The wealthiest families spend the least on prom, coughing up only $818 […]
Women Still Not Closing The CFP Gender Gap
Last year, a record number of women earned their CFP (Certified Financial Planner) certification, but women still make up only 23% of all CFP professionals. That number hasn’t budged in years, says Financial Planning magazine. The CFP Board is seeking to attract more women into the profession, which is one of the fastest-growing and most […]
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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.
