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, […]
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 […]
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, […]
Making Gifts To Charity? Here’s How To Maximize Those Tax Benefits
Making gifts to charity? Giving is good, but getting tax benefits when you give is even better. Due to changes in the tax law, it’s now harder for most people to get a tax deduction when they give to charity. But that’s no reason to stop giving. We’ve got the perfect solution – a Qualified […]
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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.
