We all know that wealthy people can and do give more money to charity than the rest of us, but MacKenzie Scott – the former wife of Amazon founder Jeff Bezos – is rewriting the rules about big dollar giving. Here’s what she just did that made the charitable world sit up and take notice. […]

Quote Of The Week: Charities Struggle Under New Tax Rules
“‘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 […]

‘Tis The Season! How I Give Back For The Holidays
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 […]

Getting The Holiday Spirit: How You Can Save Taxes & Support The American Dream
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.
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