Are you saving enough for retirement? We had a chance to chat with reporter Laila Maidan of Business Insider about designing a personalized retirement roadmap tailored to meet your specific goals. While saving 10% to 15% of income each year is a solid rule of thumb, that advice may not be suitable for everyone. A simple […]
Our clients already know that we spend a lot of time researching the finances of retirement so we can help you get the most satisfaction out of your retirement years. Previous research has suggested that your spending tends to balloon in the “go-go” years just after retirement as you cram travel, eating out, and all […]
Understanding your financial picture needn’t be that complicated. Simply staying on top of a half-dozen key money numbers can bring your financial picture into focus and improve your financial well-being, says financial columnist Kimberly Lankford in an article for AARP. Interviewed for the article, Mari shared with Kim one quick and easy tip for measuring […]
Picture this: we’re meeting with clients in our conference room. Last time we put their retirement scenarios to the test, the results weren’t good. They had less than a 50% probability of making their money last. We coach them on what it will take to win the retirement challenge, and have them set a new […]
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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Adam Financial Associates, Inc.
Crystal Corporate Center .
2500 N. Military Trail, Suite 306
Boca Raton, FL 33431