Less than 1% of 401(k) participants lands in the elite $1,000,000 club at Fidelity, home of many corporate 401(k) plans. Personal finance columnist Michelle Singletary of the Washington Post calls these $1,000,000+ savers the “Navy SEALs” of retirement saving. They can show the rest of us how to do it the right way. The number of […]
It’s a situation most parents will encounter sooner or later. A family member, usually an adult child, needs a little financial help. It could be to cobble together the down payment on that first home, or maybe finance the exit from a difficult marriage, or perhaps fix the car after a fender-bender. We’ve helped guide […]
Why financial success can’t be measured by what you earn: “If you’re spending all your money accumulating assets that don’t appreciate and racking up debt, you’re not building true wealth. You can have a six-figure salary and still be broke.” Financial columnist Michelle Singletary, “How to calculate your net worth,” The Washington Post, July 19, […]
How much does it take to retire? We’ve seen a lot of clients tackle retirement throughout the years, and frankly, we would have to say that what you need really depends on you. Some clients have retired with relatively little in assets, but they have managed to live very fulfilling and comfortable lives thanks to […]
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.
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