It’s all about economic empowerment! Our South Florida chapter of the Financial Planning Association is sponsoring monthly financial literacy presentations for women residents at Women in Distress, a local full service domestic violence center serving the Fort Lauderdale area. For 45 years, Women in Distress has been helping domestic violence survivors and their families. Last month, […]

What’s Wrong With Washington? Gridlock, Partisanship & Fake News
Historian, book author and professor Dr. Robert Watson of Boca’s Lynn University stole the show at the 37th annual conference of the South Florida Financial Planning Association (FPA). His dynamic presentation on dueling, name-calling and all-round bad behavior in Washington made him the undisputed ROCKSTAR of the event, helping to give the 100+ financial planners in attendance […]

Take Me Out To The Ball Game!
Stephanie Cooper and Rachael Grattan were at the ball game Tuesday night to see the Miami Marlins play the New York Yankees, in an event sponsored by the Financial Planning Association of South Florida. But the evening wasn’t all fun and games. Before the Marlins took the field, Stephanie and Rachael attended a presentation by Daniel J. […]
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.
Have A Financial Question?
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Reduced RMDs Coming Your Way … But Not Until 2022 November 18, 2020
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Just How Much Will That Luxury Home Cost You? March 10, 2021
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Quote Of The Week: “The Housing Market Is On A Tear” April 8, 2021
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Ready For Retirement? Check Out Our Tips In Business Insider April 13, 2021
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Mari Shares Money Tips With Claremont McKenna College Students April 13, 2021
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Quote Of The Week: U.S. Households Ready To Spend April 12, 2021
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Crystal Corporate Center .
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