In recognition of International Women’s Day March 8, 2021, women everywhere are encouraged to educate themselves about investing so they can close the earnings and wealth gap between men and women. A better understanding of personal finance will help women provide financially for themselves and their families. Women can also do their share to bring […]

Quote Of The Week: When Helping The Kids Digs You Into A Hole
Are you worried about carrying too much debt as you near retirement? That’s a common concern of many Americans. Beware of digging yourself into a hole with credit card debt, especially when that debt results from helping adult children enjoy a lifestyle they (and you!) really can’t afford. Here’s what credit experts say: “Older consumers […]

Free Personal Finance Guide for Military Families
Shout out to Kimberly Lankford, contributing editor at Kiplinger’s Personal Finance Magazine and a military spouse. I’ve had the pleasure of working with Kim for many years. She’s a first-rate journalist and a dedicated supporter of the military community. Kim is one of the guiding hands behind the newly-released fourth edition of the “Financial Field Manual: […]

3 Quick Things To Know About Your Credit Score
Your credit score is an important component in your financial life, so keep it in top shape. Here’s 3 quick things to know: Fact #1: The single most important factor affecting your credit score is whether you pay your bills on time. That means paying the minimum payment due on a timely basis. Also important […]

Wanna Be A Millionaire? Here’s What You Need To Do
What’s the secret to becoming a millionaire? Self-made millionaires clearly know how to make money, and more importantly, most know how to save it and make it grow. That’s how they accumulate wealth. Certified Financial Planner Thomas Corley spent five years researching and talking with 177 self-made millionaires for his book Rich Habits: The Daily Success […]

Quote Of The Week: Want To Make A Million? Beware Lifestyle Creep
Love this quote from financial writer Sandy Block. It helps explains why the biggest earners we work with aren’t necessarily those with the biggest portfolios… “One of the biggest barriers to reaching the $1 million milestone isn’t a stock market meltdown or even a brief period of unemployment. It’s something financial planners call lifestyle creep – […]

The 20% Down Myth, And How You Can Now Buy A Home With Much Less
One of the biggest misconceptions about buying a house today is that you need to make a 20% down payment. And let’s face it. That’s holding back a lot of potential homeowners, especially first-time buyers, who just don’t have that much cash in the bank. But the facts are that while a 20% down payment is […]
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.
Have A Financial Question?
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Reduced RMDs Coming Your Way … But Not Until 2022 November 18, 2020
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Just How Much Will That Luxury Home Cost You? March 10, 2021
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Quote Of The Week: “The Housing Market Is On A Tear” April 8, 2021
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Ready For Retirement? Check Out Our Tips In Business Insider April 13, 2021
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Mari Shares Money Tips With Claremont McKenna College Students April 13, 2021
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Quote Of The Week: U.S. Households Ready To Spend April 12, 2021
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