We’re coming up on open enrollment season at most workplaces, which means you’ll soon have the opportunity to work with your employer to update your health care coverage choices for 2022. (Not to be confused with Open Enrollment for Medicare participants, which takes place October 15 through December 7. We’ll talk about Medicare Open Enrollment […]
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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 […]
Quote Of The Week: Why A CFP® Professional Is Not Like Other Financial Advisors
“There’s no shortage of people with impressive-sounding job titles who want to help you reach your financial goals. They may call themselves a financial adviser, financial planner, money coach, financial counselor or financial educator.” “These people can obtain certifications from a long list of professional associations, universities and other entities. Look for the string of […]
Learn More About Financial Literacy October 4th
Tune in on October 4th at 12 p.m. to hear from Kristen Burnell, Andrea Hasler, and Mari Adam, CFP®, MBA, CRPC® as they join George Washington University’s School of Business Vice Dean for Strategy Liesl Riddle, PhD on the upcoming webinar “Financial Literacy and Personal Finance: GFLEC Connects Research, Policy and Solutions.” Learn more about how Global Financial Literacy Excellence Center (GFLEC) research is […]
What’s On Our Fall “To Do” List
It’s fall, and the leaves are changing color for our friends up north. Here in Florida, it’s still hurricane season (until November 30) which undoubtedly means more rain and a close eye on the tropics for another two months. As we enter the last quarter of the year, here’s a quick rundown of what is […]
How to Make the Most of the New Child Tax Credits
What is the best way for parents to make the most of the extra $250 to $300 a month? Across the state, Florida families have started receiving monthly Child Tax Credit payments that took effect last month as part of the federal government’s pandemic relief. According to the IRS, 90% of American families with children […]
Is Inflation Bad? Not Always
Is inflation always a negative? Mari was interviewed by journalist Kimberly Lankford for an article on Yahoo Finance about how inflation can actually be a plus for your finances. Inflation can lead to higher Social Security payouts, for example, and can push up short-term interest rates, like those that govern how much you can earn on your bank and […]
66% Of States Earn ‘C’ Grade Or Worse For Personal Financial Education
We know the financial world is getting more complicated. And most young consumers just don’t have the experience or knowledge to make good money decisions. The proof can be found in the nation’s latest financial literacy report card, where most states are far from scoring at the top of the class. 66% of states earned a […]
Ask Mari: Social Security Benefits For A Divorced Spouse
For many retirees, deciphering the best Social Security claiming strategy can be incredibly confusing. Social Security has thousands of complex rules and regulations, and policies change over time. In fact, one recent study estimated that the average American household leaves over $110,000 on the table by using the wrong Social Security claiming strategy. That’s why […]
Signing Up for That First 401(k)
Is there a new grad in your household who is starting out on their first “real” job? If so, you may want to share this story by personal finance columnist Michelle Singletary, writing for the Washington Post, as she talks about helping her daughter set up a 401(k) account on her first full-time job. It’s […]
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.
