Tag Archives | financial planning
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Learn More About Financial Literacy October 4th

Tune in on October 4th at 12 p.m. to hear from Kristen Burnell, Andrea Hasler, and Mari Adam, CFP®, MBA, CRPC® as they join George Washington University’s School of Business Vice Dean for Strategy Liesl Riddle, PhD on the upcoming webinar “Financial Literacy and Personal Finance: GFLEC Connects Research, Policy and Solutions.” Learn more about how Global Financial Literacy Excellence Center (GFLEC) research is […]

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Top 3 Mistakes Wealthy People Make With Their Money

Making money and managing money can be two very different things, as some people – including the country’s wealthiest – learn the hard way, writes Laila Maidan for Business Insider. Laila recently interviewed Mari Adam on the top 3 mistakes wealthy people make when it comes to managing their money. “[Wealthy people] make the same […]

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After COVID, How Much Of An Emergency Fund Do You Think You Really Need?

  There’s nothing like an honest-to-goodness crisis to to give your emergency preparations a test run. And there’s no doubt that the 2020 COVID pandemic qualifies as one of the most profound crises ever to affect our nation. So now that we’ve lived through almost ten months of the pandemic and we start to see […]

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6 Easy Numbers To Help Measure Your Financial Wellness

Understanding your financial picture needn’t be that complicated. Simply staying on top of a half-dozen key money numbers can bring your financial picture into focus and improve your financial well-being, says financial columnist Kimberly Lankford in an article for AARP. Interviewed for the article, Mari shared with Kim one quick and easy tip for measuring […]

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Refinancing Done Right: When A Mortgage Re-Do Generates Big Savings

Rates are lower than ever, so we’ve been helping several clients explore mortgage refinancing options. When a refinancing is done right, it can save you thousands of dollars. But not every potential refi makes the cut. Sometimes the expenses just don’t justify the potential savings. But the refi that closed last week for our clients […]

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CFP® Professionals: Giving Back To The Profession

Our team of 6 CFP® professionals, plus our outstanding testing facilitator Kathy, showed off some pretty serious skills last week in Washington DC! We spent two days at the Certified Financial Planner Board of Standards, Inc. headquarters (CFP Board) refining questions that will appear on future CFP® exams. CFP® candidates are required to demonstrate competence […]

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6 Out of 10 Americans Say They Need Financial Planning Help

6 Out of 10 Americans Say They Need Financial Planning Help

Personal finance is a top priority for most Americans, but six out of ten say their financial planning efforts need improvement, according to a new Northwestern Mutual survey. The survey asked over a thousand Americans whether they were “moving in the right direction” in areas such as debt, savings and spending, and whether they could […]

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