The pandemic-provoked rush to move has set the real estate market on fire. If you have friends or family shopping for a new place to live, you’ve undoubtedly heard complaints of ultra-competitive bidding wars, slim inventory, and inflated prices. Clients want to know whether the red hot housing market is due for a fall, or […]

Quote Of The Week: Why You Need To Talk To Your Daughters About Money
In recognition of International Women’s Day March 8, 2021, women everywhere are encouraged to educate themselves about investing so they can close the earnings and wealth gap between men and women. A better understanding of personal finance will help women provide financially for themselves and their families. Women can also do their share to bring […]

Quote Of The Week: The Only Failure Is Not Trying
Bumble CEO Whitney Wolfe Herd built Bumble into a $7 billion business and made herself a billionaire at age 31 by letting women make the first move when it comes to dating and networking. Here’s what she has to say about achieving success: “The only failure is not trying. Trying and having it not work […]

Quote Of The Week: Thinking About Long Term Care Needs
Have you thought about your future long-term care needs? Roughly half of all Americans age 65 and older will need some kind of long-term care services. “As you plan for retirement, one of your primary goals should be ensuring that you’ll have sufficient assets to live comfortably for several more decades. If you or a […]

Quote Of The Week: How COVID Taught Us To Stay Invested
The Wall Street Journal compiled 15 personal finance lessons we can learn from 2020 and the COVID-19 pandemic. Here’s one about the importance of staying invested, even when the market gets rocky. That is advice worth reviewing now as many market indexes are reaching new highs. While that needn’t mean a pullback is imminent (if […]

Quote Of The Week: COVID Creates Haves And Have-Nots
“In some ways it’s a tale of two cities. While a number of Americans have been able to pay down their credit card debt during the pandemic, some people are really struggling because they’ve been laid off or have had their hours cut.” Bruce McClary, spokesman for the National Foundation for Credit Counseling (NFCC), interviewed by Daniel […]

Quote Of The Week: Thanksgiving Gratitude
“I count my blessings far more than I count my money.” — Dolly Parton Dolly Parton grew up poor in rural Appalachia and has become a beloved country music icon, actress, philanthropist and businesswoman, founding the theme park Dollywood in Pidgeon Forge, Tennessee. Inspired by her father’s inability to read and write, Dolly started Imagination […]

Quote Of The Week: Tropical Storms Remind Us Why We Need Flood Insurance
“Tropical Storm Eta’s record rainfall left behind flood-damaged homes across South Florida. And it also left behind a stark reminder that your property insurance policy may not have you covered.” “A lot of people don’t know that their homeowner’s or renter’s insurance doesn’t include flooding,” says Logan McFaddin of the American Property Casualty Insurance Association. […]

Quote Of The Week: How An Emergency Fund Can Boost Your Financial Confidence
“An emergency fund can boost peace of mind and financial confidence in long-term goals. In a report conducted by AARP, people with emergency funds felt 2.5 times more confident in their ability to achieve their financial goals than those who did not.” Christine Benz, “What the Coronavirus Means for the Future of Financial Planning,” Morningstar, October 13, […]

Quote Of The Week: Where To Get Help Managing Your Retirement Money
Many people approaching or in retirement feel they need help managing their nest egg so it lasts throughout their entire retirement. Here’s a great Q&A with financial columnist Linda Stern (AskLinda@aarp.org) from this month’s AARP Bulletin, explaining why it’s so important to rely on a CERTIFIED FINANCIAL PLANNER™ professional who is a fiduciary. Question: […]
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.
Have A Financial Question?
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Reduced RMDs Coming Your Way … But Not Until 2022 November 18, 2020
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Quote Of The Week: “The Housing Market Is On A Tear” April 8, 2021
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Markets Poised For The Final Stretch: 3rd Quarter Market Commentary & Outlook October 14, 2020
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The Key Money Lessons We Learned From COVID April 8, 2021
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Looking For Your Stimulus Check? April 8, 2021
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Quote Of The Week: “The Housing Market Is On A Tear” April 8, 2021
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