Looking for the perfect beach abode? Several Florida cities crushed the competition to vie for this year’s “best beach town,” as rated by WalletHub based on affordability, weather, safety, and economic vitality. Naples, Boca Raton, Sarasota, Venice and Jupiter all scored big in the rankings. Take a look at all the top contenders, as WalletHub […]
Florida is one of the best places to retire in America. But how much does it really cost for a dream retirement in the Sunshine State? We just collaborated with journalist Hillary Hoffower of Business Insider to calculate what the typical retiree really needs to stake out their place in the sun. The rules? Our […]
A few years ago, a client called to ask me about an ad she saw in the local paper. It advertised an amazing 8% “safe” return on an investment that was touted as being as reliable as certificates of deposit, even though CDs at the time were paying only about 1%. “How is that possible?” the client […]
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