Here’s a question we received from Carol, one of our blog readers. Great question, Carol! It’s one that many other people are undoubtedly asking in light of widespread market volatility: Carol’s Question: “Since the market has dropped so much this year (and therefore the value of my IRA), will there be a suspension of RMDs? […]
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Best College Planning Strategies For The COVID Era
Thank you to the Financial Planning Association of Central Florida for the invitation to speak last week at its 32nd Annual Symposium in Orlando, Florida! The symposium always attracts a large group of financial planners, investment managers, and related experts. I was invited to present on “COVID Clarity: Best College Planning Strategies for a Pandemic […]
Impact 100: Making An Impact In Our Community
I’m so proud to be a supporter of Impact 100 Palm Beach County for over 8 years. Impact 100 has helped support deserving projects in my community by harnessing the giving power of hundreds of local women. Impact 100 Palm Beach County connects women together to improve our community by funding multiple $100,000 high-impact grants to nonprofits […]
Gift And Estate Tax Changes For 2022: What You Need To Know
The IRS just announced important gift and estate tax changes for 2022 that you’ll need to know. Higher Gift Limits The annual gift exclusion increases to $16,000 for calendar year 2022, up from $15,000 for calendar year 2021. That’s the amount you can gift to anyone during the year, whether children, family, or friends, without […]
Women Edge Out Men When It Comes To Investment Returns
Fidelity’s 2021 Women and Investing Study shows that women edged out men when it comes to investment returns over the last decade. After analyzing over 5 million customer accounts from 2011 to 2020, Fidelity calculated that women achieved slightly better results than men (0.4% higher returns per year) due to their disciplined and consistent investment approach. That’s […]
Ask Mari: Will Switching To Part-Time Work Hurt My Social Security Benefits?
One of our clients asked a great question that other day as we met to discuss retirement plans with her and her husband. At age 60, she is not yet old enough to start claiming her Social Security benefits (that starts at age 62). But she wanted to know if switching from full-time to part-time […]
Ask Mari: Social Security Benefits For A Divorced Spouse
For many retirees, deciphering the best Social Security claiming strategy can be incredibly confusing. Social Security has thousands of complex rules and regulations, and policies change over time. In fact, one recent study estimated that the average American household leaves over $110,000 on the table by using the wrong Social Security claiming strategy. That’s why […]
Lessons From My Mom
Those of you who know me well know that I am a firm believer in female empowerment, especially when it concerns financial literacy and women taking an active role in money decisions. That’s why I have to share with you the attached article that I helped put together for my new firm, Mercer Advisors, for Mother’s […]
Women and Money: 5 Steps To Take Back Control After COVID-19
Women have been disproportionately impacted by COVID-19. Over 2 million American women have left the labor force since February 2020.[1] Many have lost jobs in sectors of the economy where female employees dominate, like hospitality, restaurants, retail and healthcare.[2] With many women filling jobs that cannot easily be performed remotely, they have been forced to […]
Yes, You Can Still Build Wealth After 50
Congratulations! If you just turned 50, you’re in the final stretch toward retirement. With today’s longer life expectancies, you may spend thirty years or even more in retirement living off of your savings. So don’t rest on your laurels just yet. Take advantage of the next decade or so before you retire to build up […]
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.
