“The steps you take in your 20s can set you on a path toward financial security for the rest of your life,” asserts journalist Kimberly Lankford, and she’s right. Kimberly recently interviewed Mari to identify high-impact financial moves that can lead to financial success later in life. You can check out the complete interview here. […]
Tag Archives | Kimberly lankford
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 […]
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 […]
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.
