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 […]
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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 […]
The Kids Are Alright: The Rise Of The Millennial Workforce
If you’re a Baby Boomer, prepare to be outnumbered! In fact, it’s too late. You are already in the minority. Millennials are now the largest generation in the U.S. labor force, says the Pew Research Center based on analysis of U.S. Census Bureau data. Millennials are defined as those born 1981 to 1996, or those aged […]
Magical “Night Of Literary Feasts” In Fort Lauderdale
How often do you get to have a great time, raise money for a good cause, and actually improve your mind at the same time? It was my favorite event last Saturday – the Night of Literary Feasts in Fort Lauderdale which brings together sixteen published authors of all genres – history, thrillers, fiction, wellness […]
Thank You For Helping The Kids!
We wanted to share the wonderful letter we received from the Florence Fuller Child Development Centers saying a big “thank you” for all the holiday toys! Those gifts were donated by all our generous clients and friends and dropped off at our Holiday Party in December. (Some clients also made very thoughtful cash donations to support the […]
Quote Of The Week: Why Charities Fear The New Tax Bill
“The new tax code further reduces the privileged status of charitable gifts, treating them the same as purchases from Walmart for the vast majority of taxpayers.” Todd C. Frankel, “Charities fear tax bill could turn philanthropy into a pursuit only for the rich,” The Washington Post, December 23, 2017 The Takeaway: Charitable gifts will still […]
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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.
