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 […]
Newly Married? Moving in Together? Here’s How To Handle Money As A Couple
Are you newly married or just moving in together? What’s the secret to handling money as a couple? Check out Mari’s interview with reporter Rivan V. Stinson of Kiplinger magazine, just in time for Valentine’s Day. We talk about buying a home together, handling debt, protecting a non-working partner, and how to have that critical first […]
Your Tax Reporting In The Mail Soon
It’s that time again! In preparation for the 2020 tax reporting season, here’s when to expect key tax mailings: Retirement Accounts: If you withdrew funds from your retirement, pension or annuity accounts in 2020, or received account distributions, you will be receiving Form 1099-R. If you made Qualified Charitable Distributions (QCDs), or gifts made directly […]
Mixed Progress: Women CFP® Professionals Still In The Minority
It’s a case of good news, bad news. First, the good news. Earlier this month, Certified Financial Planner Board of Standards, Inc. (CFP Board) reported strong increases in the number and the diversity of CERTIFIED FINANCIAL PLANNER professionals in 2020. The absolute number of female CFP® professionals increased to an all-time high of 20,633, reflecting growth […]
Quote Of The Week: How COVID Taught Us To Stay Invested
The Wall Street Journal compiled 15 personal finance lessons we can learn from 2020 and the COVID-19 pandemic. Here’s one about the importance of staying invested, even when the market gets rocky. That is advice worth reviewing now as many market indexes are reaching new highs. While that needn’t mean a pullback is imminent (if […]
The Blue Ripple: What’s Next After The Georgia Senate Races
Guest Post By Donald Calcagni, CFP®, MST Chief Investment Officer, Mercer Advisors The blue ripple With Georgia’s senate races now behind us, Democrats now control both chambers of Congress and the White House. The new Senate will be evenly divided between Republicans and Democrats but, by the narrowest possible majority, Democrats will have control given Vice President-elect […]
Martin Luther King Jr. Day 2021
In recognition of Martin Luther King Jr. Day and market closures, our office will be closed Monday, January 18, 2021.
Quote Of The Week: Stop Saving Your Money
The New York Times Smarter Living columnist Tim Herrera shares one of his New Year’s tips for getting better at money in 2021. His advice is to “stop saving your money.” No, he doesn’t really mean to stop saving, but he does mean you should put all your savings on autopilot so what you need […]
New Home? Don’t Miss March 1 Deadline To File For Florida Homestead
Florida residents: There’s an important deadline quickly approaching. If you purchased a new, primary residence in Florida, you have until March 1 to apply for homestead status. Florida residents are entitled to important property tax discounts on their primary and permanent residence, or “homestead.” The Florida Property Tax Exemption for Homesteaded Property provides valuable tax benefits to owners of real property […]
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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.
2020 – A Year to Remember: Resilient Markets Overcome Pandemic Panic
Still trying to make sense of 2020? Here’s a quick wrap-up of what happened in the investment markets. A year ago, no one could have foreseen the global pandemic poised to plunge the world into the worst crisis in decades, sickening millions, crushing entire industries, and panicking financial markets. To date, almost two million have […]