Tag Archives | Mari Adam
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Moving Into Your First Apartment? Here’s How To Manage The Costs

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 […]

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Remodeling? Here’s How To Pay For It

Planning to remodel your kitchen or bathroom? Or maybe you’re upgrading your windows, adding a whole-house generator, or making other updates to your home? With people spending more time than ever at home due to COVID, Americans are undertaking plenty of home improvement projects, and our clients are no exception. The frequently seek our input […]

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It’s Time To Fund Your IRAs!

We’re getting closer to the April 15 deadline for funding your IRAs or Roth IRAs for 2020 (that’s last year). Mari Adam talked to Kiplinger Personal Finance magazine to share insights about IRA limits and strategies. You can read the entire article here. The maximum amount you can contribute to your IRA for 2020 is $6,000 or […]

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Top 3 Mistakes Wealthy People Make With Their Money

Making money and managing money can be two very different things, as some people – including the country’s wealthiest – learn the hard way, writes Laila Maidan for Business Insider. Laila recently interviewed Mari Adam on the top 3 mistakes wealthy people make when it comes to managing their money. “[Wealthy people] make the same […]

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