There are few rites of passage more exciting than moving into your first apartment. We were interviewed by Kimberly Lankford, in an article for GoBankingRates and Yahoo Finance, to discuss how much that newfound freedom can cost you, and smart ways to budget for the full range of first apartment expenses. “Keep in mind the […]
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Quote Of The Week: Connecting With The Next Generation
“59% of investors believe their children and grandchildren should meet their financial advisor by the age of 25.” Spectrem Group, a Chicago-based research firm specializing in wealthy investor psychology and behavior, “$25 Million Plus Investor Report,” April 2021 Does that quote surprise you? The truth is that as many of America’s well-off baby boomers age, their thoughts turn to […]
Leaving The Nest: When Students Head Back to College After COVID
Summary This fall, leaving the nest takes on new meaning as many college students who’ve been home during the pandemic are preparing to head to their college campus, eager to start their adult life. Here are some tips for you and your college student as you both prepare for the post-COVID return. Back to school […]
Signing Up for That First 401(k)
Is there a new grad in your household who is starting out on their first “real” job? If so, you may want to share this story by personal finance columnist Michelle Singletary, writing for the Washington Post, as she talks about helping her daughter set up a 401(k) account on her first full-time job. It’s […]
How Long Will It Take You To Save Up For That New Home Downpayment?
Fascinating new research on just how long it might take you to save up enough to cover the down payment on a new home. Coming up with that coveted down payment remains the first step toward homeownership for most American consumers. The research data was obtained in a nationwide poll of over 7,000 prospective homebuyers […]
Mari Shares Money Tips With Claremont McKenna College Students
Thank you again to the Berger Institute at Claremont McKenna College for inviting me to talk to students last Friday about “10 Things Your Parents Never Taught You About Money (that you really need to know before you graduate).“ It’s always a lot of fun to meet with college students and hear what’s on their […]
Say It Ain’t So! Millennials Turning 40
Hard to believe, but the oldest of the millennials – those born between 1981 and 1996 – are about to turn 40. The generation that some thought would never move out of Mom’s basement is now marching toward middle age. And despite all those earlier concerns, America’s largest living adult generation is doing quite well, thank you. […]
These Young Consumers Are Buying Their First Home During The Pandemic
It takes a lot of courage to move forward with a life-changing financial decision in the midst of the pandemic. But many young consumers are doing just that. They are forging ahead with their very first home purchase in one of the most uncertain economic climates we’ve ever experienced. In fact, Client Associate Scott Weigel, whom […]
When Grown Kids Return To The Nest: Practical Parenting During The Pandemic
Sheltering-at-home has been tough on many people during the COVID-19 pandemic. Some are lonely, some are bored, many miss seeing their grandkids, and more than a few have their hands full juggling work, childcare, medical concerns, and financial stress. That’s why I consider myself one of the lucky ones. For the last few years I’ve […]
12 Most Affordable Housing Markets For First-Time Homebuyers
Young Americans are priced out of real estate markets in many of their favorite cities. Home values are so high in relation to income in the nation’s leading metropolitan areas that young home-buyers would need decades to save enough money to put down a 20% down payment. But it doesn’t need to be that way. […]
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.
