“‘Charitable giving by individuals is at its lowest level since the financial crisis, and financial advisers point to changes in the tax law as the reason.” Greg Iacurci, “Uncharitable Giving,” Investment News, November 9, 2019 Financial Tip: It’s true that the tax changes have made it a little harder for some people to help their […]
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‘Tis The Season! How I Give Back For The Holidays
One of the most powerful experiences of my undergraduate years was living with a family and studying in a university overseas. I perfected my language skills, got to see life from a different perspective, and segued into a post-grad career as a Foreign Service Officer working at Embassies abroad. (Not to mention filling in as […]
Hurricane Dorian Relief: Donations For The Bahamas
They need our help! Our neighbors in the Bahamas bore the brunt of hurricane Dorian, suffering severe damage and loss of life. The South Florida Sun-Sentinel has put together a comprehensive list of ways to help and donate needed supplies. You can see the entire list here. They’ve also gathered some useful tips on how […]
Save Money In The Back-To-School Sprint
If you grew up in the North, you’re used to school starting after Labor Day. Welcome to South Florida, where August means daily afternoon downpours and back-to-school time for the kids. Families were out shopping for school supplies, backpacks, and in many schools, special uniforms, before classes started this week. The whole back-to-school routine is […]
Don’t Overpay The IRS When Making Charitable Gifts
The one thing people never want to do is overpay Uncle Sam when they file their taxes. Unfortunately, that’s easy to do if you’re reporting charitable gifts made from your IRA (that’s a technique called a QCD or Qualified Charitable Distribution). We have several clients who used this technique last year as a way to […]
Thank You For Sharing The Holiday Spirit!
A sincere “Thank You” to all the generous guests at our Holiday Party last Thursday who joined with us to celebrate the season, and brought toys to share with the kids at Boca’s Florence Fuller Child Development Centers. Your generosity and thoughtfulness will make the holidays a little brighter for many local children! We would also like to […]
Helping Students In South Florida Reach Their American Dreams
The American Dream is alive and well! Nadia Rullo, Client Services Associate at Adam Financial Associates, attended the American Dream Summit Luncheon in Fort Lauderdale last Wednesday on behalf of clients who have included this worthy cause in their charitable giving plans. The event is hosted by Broward College Foundation to honor donors who have contributed […]
Making Gifts To Charity? Here’s How To Maximize Those Tax Benefits
Making gifts to charity? Giving is good, but getting tax benefits when you give is even better. Due to changes in the tax law, it’s now harder for most people to get a tax deduction when they give to charity. But that’s no reason to stop giving. We’ve got the perfect solution – a Qualified […]
How To Help The Victims Of Hurricane Michael
Many communities in Florida’s Panhandle have been devastated by Hurricane Michael. Here’s information on what you can do to help: Guidelines on how to help Hurricane Michael victims, from Money magazine. Fifteen things you can do right now to help Hurricane Michael victims from FastCompany (includes animal relief, housing for relief workers, and medical care). […]
Giving Smarter: Using Your IRA To Make The World A Better Place
You may be like several of our clients who enjoy making charitable gifts. In the last few months, we’ve helped clients make generous donations to a number of programs benefitting colleges and universities, scholarship programs for working students, and international education organizations. To all of you who have made donations or who have helped good causes […]
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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.
