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 […]
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Helping Surfside Victims and Families
We’ve all been transfixed by the collapse of Champlain Towers South in Surfside, Florida. Our hearts go out to all those affected by this tragedy and to the courageous first responders who are risking their lives to locate the many missing and injured. We’ve been asked by several clients how they can help the victims. One way is […]
Congratulations Impact 100 Palm Beach County $100,000 Grant Recipients!
I’m so proud to join with women colleagues in the community to support Impact 100 Palm Beach County! Impact 100 is a group of philanthropic women who have joined together to award $100,000 grants to local 501(c)(3) nonprofit organizations to allow them to launch or expand high-impact initiatives or programs in southern Palm Beach County, […]
Making Qualified Charitable Distributions (QCDs) From Your IRA? Don’t Drop The Ball On Tax Reporting
Making charitable gifts from your IRA is a truly tax-smart idea for many people 70½ and over. Each year, we work with an ever-growing number of clients making charitable gifts from their IRA so they can maximize their tax savings, reduce their taxable income, and of course support their favorite charities. There’s just one thing […]
$6 Billion And Counting: MacKenzie Scott Rewrites The Rules Of Big Dollar Giving
We all know that wealthy people can and do give more money to charity than the rest of us, but MacKenzie Scott – the former wife of Amazon founder Jeff Bezos – is rewriting the rules about big dollar giving. Here’s what she just did that made the charitable world sit up and take notice. […]
Holiday Giving: The Gift Of Education for Hanukkah
For many people, the holidays are all about giving. So we were thrilled when one of our clients called last week to ask us to help her make special gifts from her account to her five grandchildren’s college 529 accounts for Hanukkah. You probably know that parents or grandparents can gift up to $15,000 per […]
Impact 100 Palm Beach County Kicks Off Grant Season for 2020-2021
Does your favorite nonprofit group sponsor worthy projects in southern Palm Beach County? Here’s a way you can help them do even more to support the community. Impact 100 Palm Beach County is kicking off its grant season for 2020-2021. Several local charities can qualify for funding to support even more high-impact, worthwhile projects in […]
Follow Your Values: Tackling Gender, Diversity & Executive Pay Through Your Investments
If you think socially responsible investing is just about hugging trees, think again. Socially responsible investing has evolved. Now often called ESG, sustainable, or impact investing (ESG stands for environmental, social and governance), socially-aware investing has moved far beyond its early roots. While ESG investing often does spotlight traditional environmental issues like climate change, fossil fuels, and renewable […]
Broward Women’s Alliance Helps Local Women Reach Their Higher Education Dreams
Congratulations to the five South Florida women who each won $1,000 college scholarships last week from the Broward Women’s Alliance! Each scholar was selected after displaying remarkable academic achievement, extra-curricular participation and community service. This is the 23rd consecutive year the awards have been given to local women who need support to advance their professional goals […]
Animal Lovers Achieve A Pet-Friendly “First” In Palm Beach County
There may be a silver lining to the “stay-at-home” directives in South Florida. Members of the community turned out in droves to foster or adopt needy pets from local shelters, so they could share some together-time with a loving pet companion at home. For the first time ever, Palm Beach County Animal Care and […]
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.
