I’m so proud to join with women colleagues in the community to support Impact 100 Palm Beach County! Impact 100 is a group of philanthropic women who have joined together to award $100,000 grants to local 501(c)(3) nonprofit organizations to allow them to launch or expand high-impact initiatives or programs in southern Palm Beach County, […]
Archive | Women and Money RSS feed for this section
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 […]
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 […]
The Key Money Lessons We Learned From COVID
The COVID pandemic has been financially devastating for many Americans, writes veteran financial journalist Kimberly Lankford in a recent article for GOBankingRates.com. But at the same time, the disruptions caused by the COVID pandemic have taught us valuable lessons about managing our money and professional lives better in the future. Emergency reserves and other protections […]
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 […]
Celebrating International Women’s Day 2021: There’s A Money Superhero Inside All Of Us
Last week on March 8 we celebrated International Women’s Day 2021, the global day dedicated to supporting, empowering and uplifting women around the world. I would like to offer my special thanks to the Women’s Foundation of Florida for inviting me to talk about 5 simple steps to help women take back control of their […]
Quote Of The Week: Why You Need To Talk To Your Daughters About Money
In recognition of International Women’s Day March 8, 2021, women everywhere are encouraged to educate themselves about investing so they can close the earnings and wealth gap between men and women. A better understanding of personal finance will help women provide financially for themselves and their families. Women can also do their share to bring […]
Quote Of The Week: The Only Failure Is Not Trying
Bumble CEO Whitney Wolfe Herd built Bumble into a $7 billion business and made herself a billionaire at age 31 by letting women make the first move when it comes to dating and networking. Here’s what she has to say about achieving success: “The only failure is not trying. Trying and having it not work […]
Janet Yellen Named First Woman Secretary Of The Treasury
Move over, Hamilton! She’s not the star of her own Broadway musical (yet) but the big news coming out of Washington is that Janet Yellen was just sworn in as the first woman Secretary of the Treasury. Before he hit it big on Broadway, Alexander Hamilton was, of course, the first Secretary of the Treasury, serving […]
Subscribe to FREE Updates
Stay informed about financial planning and investing issues that impact your life today and tomorrow! (we respect your privacy)
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.
