Are you newly married or just moving in together? What’s the secret to handling money as a couple? Check out Mari’s interview with reporter Rivan V. Stinson of Kiplinger magazine, just in time for Valentine’s Day. We talk about buying a home together, handling debt, protecting a non-working partner, and how to have that critical first […]
Tag Archives | women and wealth
Mixed Progress: Women CFP® Professionals Still In The Minority
It’s a case of good news, bad news. First, the good news. Earlier this month, Certified Financial Planner Board of Standards, Inc. (CFP Board) reported strong increases in the number and the diversity of CERTIFIED FINANCIAL PLANNER professionals in 2020. The absolute number of female CFP® professionals increased to an all-time high of 20,633, reflecting growth […]
Closing The Gender Wealth Gap
Most of us have heard about the gender pay gap. Women on average make 82¢ for each $1.00 earned by white male workers. But there’s an even more serious gender wealth gap. The typical woman has accumulated only 32¢ in wealth for each dollar accumulated by men, says female finance pioneer Sallie Krawcheck, co-founder and CEO […]
We Love To Work With Women Clients, And It Shows!
We’re thrilled and honored to share that we’ve been singled out to receive the prestigious Women’s Choice Award® for Financial Advisors and Firms for the fifth consecutive year, spotlighting our firm’s commitment to women. Numbers show that only 20% of women investors have a financial advisor, but 70% would like to work with one. The Women’s […]
How I Launched A Totally New Career & Became An Entrepreneur In My 60s
Introduction: There is nothing more inspirational or powerful than watching a woman transform her life to create new opportunities and possibilities for herself. As we approach July 4 and the celebration of our nation’s Independence, join with us in celebrating some of these women as they share their stories – in their own words – […]
What Women 50+ Want From Their Financial Advisor
It’s official: Women over fifty know their own mind and aren’t afraid to speak up. When asked during a recent research study what they want from their financial advisor, mid-life women were very clear in spelling out what is on their wish list. Here’s seven key items mid-life women 50+ are looking for from their […]
Mercer Advisors’ Scholarships Support Next Generation Women Planners
Mercer Advisors is making news! Mercer Advisors just awarded two 2020 scholarships to students at the University of California, Irvine to support the next generation of financial planning professionals. Allison Cherna and Zoey Zhou were both awarded scholarships to help fund their student careers at the prestigious UCI Paul Merage School of Business. The scholarships […]
Women Leading The Way In Investments
How we’ve grown! Mari was at a breakfast meeting this week for women financial advisors and investment experts, kicking off the Inside ETFs conference in Hollywood, Florida. That’s an annual get-together in Florida that attracts 2,000+ professionals from across the country, who come together every year to learn, network and share the latest ideas in […]
Quote Of The Week: Good Stocks Versus Clean Socks
What Women Would Do Differently In A Financial Do-Over A major financial firm surveyed women who were divorced or widowed about the financial challenges of being on their own. Nearly 60% of women surveyed said they wished they had been more involved in their finances while they were married. In fact, more than half said […]
2019 Barron’s Independent Women Advisors Summit
You can’t really call it a hardship assignment! Last week, Mari got to spend three very enjoyable and productive days hanging out at the Breakers in Palm Beach as part of the Barron’s Independent Women Summit. It’s an annual get-together for preeminent women running independent financial advisory firms, like ours. Yes, we get to meet […]
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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.
