“The steps you take in your 20s can set you on a path toward financial security for the rest of your life,” asserts journalist Kimberly Lankford, and she’s right. Kimberly recently interviewed Mari to identify high-impact financial moves that can lead to financial success later in life. You can check out the complete interview here. […]
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#1 Best Way To Help The Kids or Grandkids? Get That Roth IRA Going
During a client meeting in our office last week, we talked about how they – parents of young adult kids (in their 20s and young 30s) – could help the kids get onto a sturdier financial footing without killing their own initiative or enabling them. We’ve written about this a lot, but it’s always worth repeating […]
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.
