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TIPS FOR BUILDING WEALTH, SECURITY IN 2017


By Robyn A. Friedman – City & Shore Magazine. A new year is an opportunity to resolve to do better — and that includes in your financial life as well. Mari talked to financial journalist Robyn Friedman to share tips on saving and building wealth. “We believe you need to save 15 percent of your gross income to […]Read More »

TAKE CARE OF YOUR SAVINGS BY TAKING CARE OF YOUR BRAIN


By Janet Kidd Stewart – Tribune News Service. The financial toll of dementia-related expenses can be devastating, which makes it worthwhile to look at several low-cost and relatively easy ways to delay onset as long as possible.Reporter Janet Kidd Stewart also talks to Mari about financial moves to protect yourself. Mari advocates more traditional financial planning moves to get ready […]Read More »

FIVE TIPS FOR STARTING YOUR KID'S COLLEGE FUNDING


By Sarah Bruning – GEICO/Women in Technology International. Parents are still the biggest funders of college tuition, according to student loan company Sallie Mae. As a parent, you want to contribute, but what if you aren’t sure where to begin? Certified financial planner Mari Adam jump-starts the conversation with 5 tips on covering that college bill. […]Read More »

PRE-RETIREMENT CHECKUP: WHAT TO DO IN THE 5 YEARS BEFORE YOU RETIRE


By Teresa Mears – U.S. News & World Report. For people who turned 60 this year, retirement is beginning to come into sight. The question is, are they actually ready for it? “The five-year reality check is a really good idea,” Mari told reporter Teresa Mears. “It’s an opportunity to test what you think you want […]Read More »

5 TIPS FOR CHOOSING A FINANCIAL ADVISOR


By Robyn A. Friedman – City & Shore Magazine. CFP, CPA, CFA, CIMA. To choose a financial advisor these days, you may need to wade through an alphabet soup of confusing professional designations. Make sure to check credentials, said Mari in an interview with Robyn Friedman. “Your advisor should have a rock-solid basis of personal finance […]Read More »

HOW TO CHOOSE THE BEST STUDENT LOAN REPAYMENT PLAN FOR YOU


By Kaitlin Mulhere – Money Magazine. Questions about your student loans and the best way to pay them off? Check out Mari’s conversation with Money Magazine reporter Kaitlin Mulhere on the best student loan repayment plans. Cautions Mulhere: “Some of the payment plans will sharply reduce your current bill but cost you more in the long […]Read More »

HOW TO PLAN FOR AGING IF YOU'RE AN 'ELDER ORPHAN'


By Teresa Mears – U.S. News & World Report. As baby boomers head into retirement, many are realizing they will have no family to depend on as they age. Almost one-quarter of Americans over 65 are single and childless, effectively “elder orphans,” with no one to care for them if their health declines. Having a trusted […]Read More »

TIPS FOR BUILDING WEALTH AT ANY AGE


By Robyn A. Friedman – City & Shore Magazine. For all those baby boomers growing older and wondering whether they’re financially secure enough to retire, we have good news and bad news. The bad news: Many individuals lack retirement savings. According to a Federal Reserve survey released in May, 31 percent of non-retired adults reported that […]Read More »

SOUTH FLORIDA 4TH WORST IN MANAGING MONEY


By Marcia Heroux Pounds – South Florida Sun-Sentinel. South Florida ranked fourth worst at managing money and third worst for credit score among the 25 most-populous metropolitan areas in the United States What gives? Mari talked to the Sun-Sentinel about what makes South Florida unique. Many South Florida residents work for themselves and have variable […]Read More »

IS NOW THE TIME TO BUY A NEW HOME?


By Robyn A. Friedman – City & Shore Magazine. If you’re from South Florida, you know people here love to talk about buying and selling houses and condos. But is now a good time to buy? Well, that depends on what you’re buying, where – and whom you talk with. Mari talks to journalist Robyn Friedman about […]Read More »

SHOULD YOU PAY ALL CASH FOR YOUR NEXT HOME?


By Greg Daugherty – Investopedia. At a time when many Americans would find it difficult to scrape up even a 10% down payment for a home, a surprising new trend has emerged. Increasing numbers of home sales are now all-cash deals. Financial writer Greg Daugherty interviewed Mari about the pros and cons of doing an […]Read More »

SHOULD YOU CONTRIBUTE TO A TRADITIONAL IRA OR ROTH IRA?


By Teresa Mears – U.S. News and World Report. We all know that we should be saving more money for retirement. But sometimes the options can be confusing. For example, is it better to put money in a Roth IRA or a traditional IRA? A Roth IRA or 401(k) is a particularly good choice for young […]Read More »

5 COLLEGE MISTAKES NEW PARENTS MAKE


By Deborah Ziff – U.S. News and World Report. Saving enough for the projected cost of college can seem like a towering mountain to climb, especially for new parents. College costs are expected to triple from the time a child is born to when he or she is ready for school. Mari chimes in on […]Read More »

WHY TAX PLANNING SHOULD LAST YEAR-ROUND


By Robyn A. Friedman – City & Shore Magazine. It’s April, and you’ve just filed your 2015 federal income tax return. Whether you did your taxes yourself or had your accountant complete them, 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. […]Read More »

MAKE COLLEGE AFFORDABLE BY SAVING EARLY


By Cindy Krischer Goodman – Miami Herald. With tuition costs rising faster than inflation, most parents are overwhelmed by future college bills. Mari talks with Cindy Goodman about how important it is to start saving early, and how to choose between setting aside money for retirement and saving for college. Plus, what are the savings techniques […]Read More »

THE SIMPLEST WAYS TO START SAVING FOR RETIREMENT


By Alina Tugend – Inc. Magazine. As the April 18 tax deadline looms, you’re likely overwhelmed with short-term concerns about your business budget and your personal finances. But you should also be considering two crucial longer-term questions: What are you saving for retirement, and where are you saving it? Mari talks about the best ways for […]Read More »

DECLINING MARKET IS NO TIME TO PULL CASH FROM YOUR RETIREMENT ACCOUNT


By Janet Kidd Stewart – Chicago Tribune. Financial markets’ rocky start this month hasn’t seemed to slow down some retirees’ spending train, but it should, experts say. Just when the holiday bills are looming like a bad hangover, portfolio values are retreating, which should be a wake-up call to trim withdrawals, but that isn’t happening, said Mari […]Read More »

THE 3 BIGGEST MISTAKES PARENTS MAKE IN SAVING FOR COLLEGE


By Mari Adam – Money Magazine. My clients often tell me that saving for college is their most important financial priority. Like other parents, they know how much a college degree can cost, and they’re prepared to make some sacrifices to ensure that their kids get a good education. That’s why it hurts so much […]Read More »

9 THINGS TO BRIGHTEN YOUR FINANCIAL OUTLOOK IN THE NEW YEAR


By Teresa Mears – U.S. News & World Report. If you’re spending too much and saving too little, or if you don’t even know where your money is going, this is a good time to give yourself a financial checkup. Even if you’re doing well financially, you should take a look at your savings, your […]Read More »

SIX TIPS FOR DEALING WITH A FINANCIAL WINDFALL


By Robyn A. Friedman – City & Shore Magazine. Did you win the lottery? Inherit some money? Perhaps you’re expecting a significant bonus at the end of the year? No matter how you come into sudden wealth, it’s essential to adequately plan and budget for it — or else you could lose it just as […]Read More »

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