“‘Charitable giving by individuals is at its lowest level since the financial crisis, and financial advisers point to changes in the tax law as the reason.” Greg Iacurci, “Uncharitable Giving,” Investment News, November 9, 2019 Financial Tip: It’s true that the tax changes have made it a little harder for some people to help their […]
One of the most powerful experiences of my undergraduate years was living with a family and studying in a university overseas. I perfected my language skills, got to see life from a different perspective, and segued into a post-grad career as a Foreign Service Officer working at Embassies abroad. (Not to mention filling in as […]
There’s nothing more American than changing your life through the pursuit of higher education. That’s why South Florida’s Broward College sponsors the American Dream Scholarship fund. It helps needy students cross the finish line to obtain their degree. The program has rigorous requirements, and benefits working, local students who are pursuing a degree in a high demand […]
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?
- The Market’s Down: Should You Make Changes To Your 401(k)? March 23, 2020
- Is Your Money Really Safe At The Bank? April 6, 2020
- It’s Stone Crab Season! October 15, 2019
- 5-Minute Fix
- Aging and Money
- Company & Community News
- Consumer Tips
- Estate Planning
- Financial Hall of Shame
- Financial Planning
- Guest Blog
- Health & Wellness
- Investments 101
- Making A Difference
- Making, Spending, and Saving Money
- Marriage and Divorce
- On Your Own: Money Smarts For Millennials
- People & Profiles
- Quote of the Week
- Real Client Advice
- Real Estate and Mortgages
- Women and Money
Adam Financial Associates, Inc.
Crystal Corporate Center .
2500 N. Military Trail, Suite 306
Boca Raton, FL 33431