What is the best way for parents to make the most of the extra $250 to $300 a month? Across the state, Florida families have started receiving monthly Child Tax Credit payments that took effect last month as part of the federal government’s pandemic relief. According to the IRS, 90% of American families with children […]
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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 […]
Signing Up for That First 401(k)
Is there a new grad in your household who is starting out on their first “real” job? If so, you may want to share this story by personal finance columnist Michelle Singletary, writing for the Washington Post, as she talks about helping her daughter set up a 401(k) account on her first full-time job. It’s […]
Congratulations Impact 100 Palm Beach County $100,000 Grant Recipients!
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, […]
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 […]
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.
