Does your favorite nonprofit group sponsor worthy projects in southern Palm Beach County? Here’s a way you can help them do even more to support the community. Impact 100 Palm Beach County is kicking off its grant season for 2020-2021. Several local charities can qualify for funding to support even more high-impact, worthwhile projects in […]
One of the most powerful experiences of my undergraduate years was living with a family and studying in a university overseas. I perfected my language skills, got to see life from a different perspective, and segued into a post-grad career as a Foreign Service Officer working at Embassies abroad. (Not to mention filling in as […]
The one thing people never want to do is overpay Uncle Sam when they file their taxes. Unfortunately, that’s easy to do if you’re reporting charitable gifts made from your IRA (that’s a technique called a QCD or Qualified Charitable Distribution). We have several clients who used this technique last year as a way to […]
A sincere “Thank You” to all the generous guests at our Holiday Party last Thursday who joined with us to celebrate the season, and brought toys to share with the kids at Boca’s Florence Fuller Child Development Centers. Your generosity and thoughtfulness will make the holidays a little brighter for many local children! We would also like to […]
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