Thinking of a gift with lasting impact and value? Check out this article in U.S. News & World Report on 8 great financial gifts for kids, with tips from my talented Mercer Advisors colleagues Jennifer Baick, located in our Bellevue, Washington office, and Laura Cuber, based in Schaumberg, Illinois. These gifts can help your kids, […]
Tag Archives | women advisors
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?
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Reduced RMDs Coming Your Way … But Not Until 2022 November 18, 2020
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Elections & Markets: What should investors do? August 26, 2020
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Mercer Advisors Named To Elite Advisor List August 5, 2020
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The Blue Ripple: What’s Next After The Georgia Senate Races January 18, 2021
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Martin Luther King Jr. Day 2021 January 15, 2021
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2020 – A Year to Remember: Resilient Markets Overcome Pandemic Panic January 13, 2021
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Adam Financial Associates, Inc.
Crystal Corporate Center .
2500 N. Military Trail, Suite 306
Boca Raton, FL 33431
561-417-0001
adamfinl.com