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
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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, […]
Quote Of The Week: The Year That Nothing Worked
“If 2017 was the year that everything worked then 2018 was the year that nothing worked.” Ben Carlson CFA, A Wealth Of Common Sense blog, January 8, 2019 Asset allocation “quilt” charts, like the one here put together by investment blogger Ben Carlson, can help us make sense of the markets. This chart shows […]
Quote Of The Week: Be Smarter With Your Money In 2019
Resolving to do better with your money in 2019? Here’s money maven Jill Schlesinger’s advice: “If you don’t know how the cash is coming in and out of your household, it’s hard to make informed decisions about your financial life.” We agree. A good starting point is understanding cash flows – what you’re making, what […]
Is The Glass Half Full Or Half Empty?
“Every past decline looks like an opportunity, every future decline looks like a risk.” Morgan Housel, Collaborative Fund, an investment company providing funding to companies based on creativity and collaborative consumption. Our Takeaway: In times of market turmoil, do yo see the glass as half full or half empty? Successful investors look at opportunities as well as […]
Quote Of The Week: Millions Of Americans One Medical Emergency Away From Financial Ruin
“With more than 50 percent of U.S. households having less than $1,000 in savings and more than half of the workforce having a deductible greater than $1,000, millions of Americans are a bad stubbed toe away from financial ruin.” Dave Chase of Health Rosetta, as quoted by Dan Cook, “Out on a limb: Predictions for […]
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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.
