What Women Would Do Differently In A Financial Do-Over A major financial firm surveyed women who were divorced or widowed about the financial challenges of being on their own. Nearly 60% of women surveyed said they wished they had been more involved in their finances while they were married. In fact, more than half said […]
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Quote Of The Week: The Search For Yield
“Investors are once again being forced to look farther afield for income and returns. In some cases, that requires them to face the unpleasant prospect of taking more risk or lowering their longer-term expectations. “That’s the world we’re living in now,” said James Bianco, head of Chicago-based advisory firm Bianco Research. “Two percent is now […]
Quote Of The Week: This (Twitter) Bird Has Flown
“President Trump has tweeted 10.1 times a day, on average, since assuming office in January 2017. Such announcements are often market-moving events, though research finds that within five trading days any statistically significant abnormal return is typically priced out. In short, Twitter storms induce bouts of volatility with less long-term significance.” Goldman Sachs Asset Management, […]
Quote Of The Week: Shopping For A Financial Advisor
“If you want professional help, shop for a financial adviser who is a certified financial planner or is a certified public accountant with a personal finance specialist designation. Use an adviser who discloses fees and has fiduciary responsibility to put your interests first.” Linda Stern, How to Break Bad Investment Habits, AARP Magazine, June 21, […]
Quote Of The Week: How Do You Measure Financial Success?
Advice that never goes out of style: “The true measure of financial success isn’t how much money you make—it’s how much you keep. That’s a function of how well you’re able to save money, protect it, and invest it over the long term.” Karen Hube, “10 Rules for Financial Freedom,” Barron’s, May 24, 2019
Quote Of The Week: Women Save, Men Invest
“An adage in the financial sector goes that women save and men invest – and this still rings true. It seems that even women who have money to put aside tend to squirrel it away rather than try to grow it” Hilary Osborne, “Why women need to stop saving their cash – and start investing,” The […]
Quote Of The Week: When You Need Help Planning Your Retirement
“It’s smart to seek out (and pay for) professional help when you’re confronted with a financial situation you haven’t seen before and truly can’t handle yourself. And if any situation meets that criterion for most people, it’s retirement. Retirement really is a huge life change. You’re in uncharted territory, and it’s OK to admit you […]
Quote Of The Week: Why Tapping Your Nest Egg May Require Expert Help
“Tapping a nest egg is among the most important and difficult tasks we all face in retirement. Simply put, your money needs to last as long as you do. Yes, there are tools that can help do-it-yourselfers. … But I would argue that this is one place where a good adviser is invaluable.” Glenn Ruffenach, […]
Quote Of The Week: With High Quality, Low Price, Getting Into Florida Universities Becomes More Challenging
“Every year it gets harder and harder to get into schools in Florida. It’s because the schools are fantastic and out-of-state-schools are very expensive.” Dave Arnott, parent of a student at Cypress Bay High School in Weston, Florida, as interviewed in Admission to UF, FSU, other state universities may depend on where you attend high school, […]
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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.
