We are pleased to announce that Mari Adam has been invited to participate on the “Demystifying Decumulation” panel at the Women Advisors Forum, scheduled for March 13, 2012 in Boca Raton, Florida. The panel will focus on how, as Baby Boomers age, advisors are tasked with transforming their strategies and practices along with them. The […]
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Starting an Emergency Fund, and How Your Roth IRA Can Do Double-Duty
We recently worked with reporter Craig Guillot, a business and personal finance writer from New Orleans, on an article for Mint.com about starting an emergency fund. You can check out the full article here. In working with Craig on the article, we made the point about how a Roth IRA account can sometimes do “double […]
Women and Retirement
On average, women live longer than men, and need more money to last them through retirement. That’s why women need to make more of an effort to save regularly. Learn how South Florida women are teaching others how to budget and save so they can have a comfortable retirement in this February 10, 2012 article by Sun-Sentinel […]
Quote of the Week: Definition of Risk
“Running out of money before you run out of life.” Roy Diliberto, veteran financial planner, Philadelphia PA
Quote of the Week: Saving for Retirement
“The amount you save for retirement is far more important than how you invest that money. … But even the most brilliantly diversified portfolio isn’t going to get the job done if you’re not putting enough into it.” Suze Orman, O, The Oprah Magazine, January 2012
Quote of the Week: Top Financial Blunder
“When asked to select their top financial blunder of 2011, approximately 1 out of 5 workers surveyed by Principal Financial Group said they did not save enough during the year. And 18 percent said increasing debt was their top mistake.” U.S. News & World Report, December 22, 2011
Secrets to Financial Success: It’s as Easy as 1-2-3
Forget the complicated equations and programs. You don’t need a computer or even a calculator. One of the most revealing ratios used by financial planners to measure whether you are on track to meet your financial goals is also one of the easiest. It’s the Assets to Income Ratio, and looks at whether you have […]
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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.
