Sad to say, we spend a lot of time trying to get clients out of annuities they’ve purchased elsewhere. Annuities can be extremely costly, and once you’re in, you may not be able to get out for seven or more years without a major hit to your wallet. The sales pitch is always compelling, but […]
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.
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Adam Financial Associates, Inc.
Crystal Corporate Center .
2500 N. Military Trail, Suite 306
Boca Raton, FL 33431