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 […]
Hurricane Irma seems like it was years ago, but take a moment to ask yourself if you’re ready for next year. Delray Beach insurance agent Mark Rindom and I spoke with journalist Kim Lankford of Kiplinger about flood insurance. Yes, we know it isn’t a sexy topic, and it’s the last thing on your mind […]
Expecting a tax refund? This year, the average tax refund is estimated at just shy of $3,000 ($2,900 to be exact). Here’s 5 great ideas on how to put that refund to best use: Pay off credit card debt. “Using your refund to pay off a balance with an 18% interest rate is like earning […]
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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Crystal Corporate Center .
2500 N. Military Trail, Suite 306
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