How we’ve grown! Mari was at a breakfast meeting this week for women financial advisors and investment experts, kicking off the Inside ETFs conference in Hollywood, Florida. That’s an annual get-together in Florida that attracts 2,000+ professionals from across the country, who come together every year to learn, network and share the latest ideas in […]
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A Better Way After Divorce
I’m still so excited about a presentation I gave Monday for the Boca Raton chapter of the National Association of Divorce Professionals (NADP). The talk was on “The Power of Positive Planning After Divorce,” and it showed how smart financial and investment planning after divorce can totally change financial outcomes and put divorced individuals back on track […]
‘Tis The Season! How I Give Back For The Holidays
One of the most powerful experiences of my undergraduate years was living with a family and studying in a university overseas. I perfected my language skills, got to see life from a different perspective, and segued into a post-grad career as a Foreign Service Officer working at Embassies abroad. (Not to mention filling in as […]
Think You’ll Inherit? What You Think May Be All Wrong
Many Americans may have an unrealistic view of how much they’ll inherit, and that’s especially true of millennials, or the generation born between 1981 and 1996. There seems to be a huge disconnect between what millennials think they’ll inherit and what’s actually on the way, writes Rose Kennedy for the Atlanta Journal Constitution, quoting Adam Financial […]
Quote Of The Week: Good Stocks Versus Clean Socks
What Women Would Do Differently In A Financial Do-Over A major financial firm surveyed women who were divorced or widowed about the financial challenges of being on their own. Nearly 60% of women surveyed said they wished they had been more involved in their finances while they were married. In fact, more than half said […]
Women In Distress: Moving Forward Through Economic Empowerment!
It’s all about economic empowerment! Our South Florida chapter of the Financial Planning Association is sponsoring monthly financial literacy presentations for women residents at Women in Distress, a local full service domestic violence center serving the Fort Lauderdale area. For 45 years, Women in Distress has been helping domestic violence survivors and their families. Last month, […]
How Caregiving Duties Are Pushing More Women Out Of The Workforce
Many working age women (and men) – and quite a few of our clients – are caring for aging parents. That’s a difficult and often exhausting job. A recent New York Times article on the reality of caregiving (“Why Aren’t More Women Working? They’re Caring for Parents”) showed how women caregivers are often forced to drop […]
More Clients Asking To Work With Women Advisors
Less than 15% of U.S. financial advisors are women and that’s way too few, especially when more clients are asking to work with women advisors, according to a recent report in the Wall Street Journal. Many people looking for a financial professional feel women are good listeners and can better understand and address their money […]
Women: The Alzheimer’s Odds Are Not In Your Favor
If you’re a woman, the odds are not in your favor, at least when it concerns the likelihood of developing Alzheimer’s. The numbers show that women are more likely than men to develop Alzheimer’s. According to AARP, almost two-thirds of Americans living with Alzheimer’s disease are women. In fact, women in their 60s are actually […]
Quote Of The Week: The #1 Mistake Women Investors Make
“When it comes to investing, the biggest mistake women make has nothing to do with where they’re choosing to invest their money. Rather, the issue is they’re not investing enough in the first place.” Sallie Krawcheck, co-founder and CEO of Ellevest, a digital investment platform for women, interviewed by CNBC MakeIt Krawcheck, an investing trailblazer who once ran […]
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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.
