There are few rites of passage more exciting than moving into your first apartment. We were interviewed by Kimberly Lankford, in an article for GoBankingRates and Yahoo Finance, to discuss how much that newfound freedom can cost you, and smart ways to budget for the full range of first apartment expenses. “Keep in mind the […]
Tag Archives | Kimberly lankford
Is Inflation Bad? Not Always
Is inflation always a negative? Mari was interviewed by journalist Kimberly Lankford for an article on Yahoo Finance about how inflation can actually be a plus for your finances. Inflation can lead to higher Social Security payouts, for example, and can push up short-term interest rates, like those that govern how much you can earn on your bank and […]
The Key Money Lessons We Learned From COVID
The COVID pandemic has been financially devastating for many Americans, writes veteran financial journalist Kimberly Lankford in a recent article for GOBankingRates.com. But at the same time, the disruptions caused by the COVID pandemic have taught us valuable lessons about managing our money and professional lives better in the future. Emergency reserves and other protections […]
8 Great Financial Gifts For Kids
Thinking of a gift with lasting impact and value? Check out this article in U.S. News & World Report on 8 great financial gifts for kids, with tips from my talented Mercer Advisors colleagues Jennifer Baick, located in our Bellevue, Washington office, and Laura Cuber, based in Schaumberg, Illinois. These gifts can help your kids, […]
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 […]
How Did Americans Spend Their Stimulus Checks? You May Be Surprised To Learn
Millions of Americans received stimulus payments of up to $1,200 each to combat the damage done by the COVID-19 pandemic. Recently, researchers checked in with them to ask how they spent the funds. The answers might surprise you, according to financial journalist Kimberly Lankford writing for US News and World Report. The bottom line? Researchers […]
US News & World Report: Last Minute Tax Tips!
We were happy to collaborate last week with U.S. News & World Report and journalist Kimberly Lankford on last minute tax tips for 2020! Here’s a couple of our favorite tax moves you can still take advantage of right now: A perfect time for the non-working spouse to start on the path to financial freedom […]
Uncertain Income? Tips To Cut Your Spending
Whether you’re still working or already in retirement, you may feel less confident now about your income than you did in January due to the ongoing fallout from the coronavirus pandemic. It’s natural to want to proceed with extra caution going forward. One way to get your finances back into your comfort zone is to […]
Receiving Unemployment Benefits? Make Sure You Understand How They’re Taxed
Millions of American workers have been furloughed or laid off over the last few weeks, and have applied to receive unemployment benefits. For many, it’s the first time they’ve been out of work, and they’re not familiar with how unemployment benefits are taxed. So here’s a quick refresher course on how that benefit lifeline may […]
It’s A Great Time To Fund A Roth IRA
If you haven’t seen it yet, take a moment to peruse Kimberly Lankford’s recent article for AARP on “Why You Should Have a Roth IRA During Turbulent Times.” Kim interviewed Mari Adam last week about how a Roth IRA is one of the most versatile and valuable savings accounts around. And despite the market turbulence, […]
About Mari Adam, CFP®
Mari Adam, Certified Financial Planner™ has helped hundreds of individuals and families build wealth and plan for a more secure financial future for over 30 years. Her advice has appeared in publications such as Wall Street Journal, Kiplinger’s, Money Magazine, Business Week, and CBS MarketWatch.
