Like many other investors, you probably own a handful of REITs or real estate mutual funds in your portfolio. Publicly traded real estate, whether packaged inside real estate mutual funds or exchange traded funds (ETFs), has been a perennial investor favorite, offering decent income payouts, good portfolio diversification, inflation protection, and tax benefits. Lately, as […]
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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 […]
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. […]
Refinancing Done Right: When A Mortgage Re-Do Generates Big Savings
Rates are lower than ever, so we’ve been helping several clients explore mortgage refinancing options. When a refinancing is done right, it can save you thousands of dollars. But not every potential refi makes the cut. Sometimes the expenses just don’t justify the potential savings. But the refi that closed last week for our clients […]
Florida Real Estate Holds Its Own During The Pandemic
We may be in the midst of a global pandemic, but life goes on. No surprise, then, that we have clients who are selling, building, buying, and refinancing homes across the state, despite COVID-19. Curious as to how Florida’s real estate market is weathering the pandemic? Here’s some highlights: Transactions are continuing day by day. […]
4 Financial Wellness Tips For Real Estate Professionals
We work with quite a few real estate professionals, and were honored to contribute commentary a few weeks ago to an article in REALTOR® magazine on financial wellness. Like many others, real estate professionals have been heavily impacted by the COVID-19 pandemic. The traditional home buying and selling market has been turned on its head […]
Navigating 5 Key Financial Challenges During COVID-19
Summary If you’ve been financially impacted by COVID-19, there is relief for you and your family. From unemployment benefit extensions to mortgage payment suspensions, here are 5 ways you can access help. 5 Key Financial Challenges During COVID-19 The COVID-19 pandemic may have peaked in some areas, but we’ve barely begun to deal with the […]
South Florida Real Estate Market Rolls Out High-Tech Tools During Pandemic
Across South Florida, we’re learning to cope with the reality of lockdowns, no school, and work-from-home directives. That’s forced homeowners and real estate professionals to adapt to a new reality. Even as the COVID-19 pandemic rages around us, we all have clients, friends and neighbors selling homes, buying homes, and packing up homes to move […]
Market Turbulence? Here’s How To Make Lemonade Out Of The Market’s Lemons
Market turbulence can be hard to deal with, but we know that market pullbacks are a normal and unavoidable part of investing, especially over the shorter-term. Unfortunately, no one can predict or control the market, and trying to eliminate market volatility can cause you to miss out on the generous long-term growth that market investments […]
New Home? Don’t Miss The March 1, 2020 Deadline To File For Florida Homestead
Florida residents: There’s an important deadline quickly approaching. If you purchased a new, primary residence in Florida, you have until March 1 to apply for homestead status. Florida residents are entitled to important property tax benefits on their primary and permanent residence, or “homestead.” The Florida Property Tax Exemption for Homesteaded Property provides valuable tax benefits to owners of real property […]
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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.
