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 […]
Tag Archives | Fidelity
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 […]
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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.
