Many people approaching or in retirement feel they need help managing their nest egg so it lasts throughout their entire retirement. Here’s a great Q&A with financial columnist Linda Stern (AskLinda@aarp.org) from this month’s AARP Bulletin, explaining why it’s so important to rely on a CERTIFIED FINANCIAL PLANNER™ professional who is a fiduciary. Question: […]

Buying A New Car? Keep Your Car Loan Short And Sweet
New cars are getting more expensive. Hard to believe, but the average sales price on a new car today is more than $37,000. That is tempting some consumers to stretch out car loans to make their monthly payments more affordable. But car experts advise against long-term car loans. “Although stretching the length of a car […]

Quote Of The Week: Enjoy The Holidays Without Guilt
Here’s some good advice from financial columnist Jane Bryant Quinn just in time for the holidays. Jane reminds retirees and others living on a budget that it’s always important to make good decisions and monitor what they spend, but there’s no need to “sacrifice needlessly.” “There’s no harm in spending even more of your disposable income […]

Quote Of The Week: Why Your Advisor Should Always Be A Fiduciary
“Ask the person managing, or offering to manage, your investments to state in writing that he or she will act as a fiduciary at all times, for retirement and non-retirement accounts. Knowledgeable clients already demand fiduciaries for all their money. Don’t be blinded by titles like “financial adviser” or “wealth manager.” If they’re not fiduciaries, […]
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.
Have A Financial Question?
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Reduced RMDs Coming Your Way … But Not Until 2022 November 18, 2020
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Just How Much Will That Luxury Home Cost You? March 10, 2021
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Quote Of The Week: “The Housing Market Is On A Tear” April 8, 2021
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Ready For Retirement? Check Out Our Tips In Business Insider April 13, 2021
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Mari Shares Money Tips With Claremont McKenna College Students April 13, 2021
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Quote Of The Week: U.S. Households Ready To Spend April 12, 2021
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