What’s on your list for the New Year? We talked with journalist Robyn Friedman of City & Shore Magazine about our resolutions for the New Year. Many people make resolutions, some focused on financial goals like paying down debt, or saving more money. Want to improve your situation in the New Year? Think about what […]
Some investors like real estate so much they want to own actual rental homes and apartments in their retirement accounts. While it may be tempting to do so, there are many tax hurdles and potential pitfalls that can make such a move perilous. If real estate is on your mind, check out “Investing in Real Estate With […]
Choosing a financial advisor can be one of your most critical decisions. A good advisor can help you reach your financial goals and focus on what’s really important in life. That’s why we were happy to talk to financial writer Robyn A. Friedman, as she compiled 5 top tips for selecting the right advisor (you can find Robyn’s entire […]
“It’s April, and you’ve just filed your 2015 federal income tax return. You’re no doubt breathing a sigh of relief, thinking, “I don’t have to deal with this again until next year.” “Sorry, but no.” That’s Robyn Friedman, writing in April’s City & Shore Magazine, making the case for why tax planning should be a […]
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
- What You Need To Know About The CARES Stimulus Act And Your Retirement Accounts March 31, 2020
- Did You Know Real Estate Funds Get This Powerful Tax Break? October 8, 2019
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