For many retirees, deciphering the best Social Security claiming strategy can be incredibly confusing. Social Security has thousands of complex rules and regulations, and policies change over time. In fact, one recent study estimated that the average American household leaves over $110,000 on the table by using the wrong Social Security claiming strategy. That’s why […]
Tag Archives | Fidelity
Do You Have Too Much In Stocks? Fidelity Warns Boomer Investors to Check Allocations
Fidelity just issued an interesting report warning baby boomers that they may have too much invested in stocks in their 401(k)s. It’s been a long bull market and the market has given investors a good ride. But good times don’t last forever, warns Fidelity, so now may be a good time to consider dialing back […]
Who Wants To Be A 401(k) Millionaire?
Less than 1% of 401(k) participants lands in the elite $1,000,000 club at Fidelity, home of many corporate 401(k) plans. Personal finance columnist Michelle Singletary of the Washington Post calls these $1,000,000+ savers the “Navy SEALs” of retirement saving. They can show the rest of us how to do it the right way. The number of […]
Breaking The Ceiling: Women Financial Advisors Network In Miami
We had a fabulous time last Thursday night down in Miami. Our hostesses Sheetal Brown and Amy Lynch of FIDELITY CLEARING & CUSTODY SOLUTIONS® and Elizabeth Bucklee of Blackrock sponsored their annual women’s financial networking event at the Epic Hotel. This is the fifth consecutive event. Sometimes we see familiar friends and faces joining us […]
Why Women Need To Take Charge Of Their Money
Fidelity CEO Abby Johnson has been called one of the most powerful women in finance, so it makes sense that she understands the financial power of women. Johnson noted in a recent interview that women control an increasingly large share of overall wealth in the United States, and when women begin shopping around for an […]
About Mari Adam, CFP®
Mari Adam, Certified Financial Planner™ has helped hundreds of individuals and families build wealth and plan for a more secure financial future for over 30 years. Her advice has appeared in publications such as Wall Street Journal, Kiplinger’s, Money Magazine, Business Week, and CBS MarketWatch.
