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PLANNING FOR COLLEGE


By Brian Ballou – South Florida Sun-Sentinel. Paying for college is easier if you plan ahead. We shared some college financing tips with Brian Ballou of the South Florida Sun-Sentinel. One of the most important? Set boundaries on how much you are able and wiling to pay, and encourage your child to take on as […]Read More »

HOW TO SAVE FOR RETIREMENT WITHOUT A 401K


By Katie Lobosco – CNNMoney. How can you possibly prepare for retirement if you don’t have a 401(k) at work? It does require a little more effort and some ingenuity, but there’s no shortage of great options out there. We talked to CNNMoney reporter Katie Lobosco about fantastic retirement plans that are easy and totally […]Read More »

HELPING YOUNG WORKERS OPEN A ROTH IRA


By Kim Lankford – Kiplinger Personal Finance. It’s never too early for kids with part-time or summer jobs to contribute to a Roth IRA. Even a small investment now can turn today’s teen into a millionaire by retirement, reports Kim Lankford for Kiplinger Personal Finance. Anthony LaBrake, CFP® from Adam Financial Associates, spoke to Kim about […]Read More »

SO YOU WANT TO RETIRE? WILL YOU HAVE THE MONEY?


By Nancy Dahlberg – Miami Herald. Retirement crunch time. That’s when you are a few years away from retirement and haven’t saved as much as you planned.  How can you best use your remaining time to catch up, asks Nancy Dahlberg for the Miami Herald? We shared some expert insights that really work. You can take advantage […]Read More »

WOMEN & WEALTH: ORLANDO MONEY SHOW


Thanks for the invitation to participate in the Women on Wealth panel on Bridging the Longevity Gap: Retirement Strategies for Women at the Orlando Money Show! It was a great turnout for an important topic. You know all the stats. Women live longer than men. They have different risk preferences. They take more career breaks. They think differently, […]Read More »

CONGRATULATIONS! YOU JUST WON $450 MILLION!


By Jackie Wattles – CNNMoney. Congratulations! You just won the $450 million lottery jackpot! Now what? Good question. We talked to CNNMoney reporter Jackie Wattles after a 20-year old Florida man won the enormous MegaMillions grand prize. What do you do first after a win that size, or for that matter, after any large financial […]Read More »

THE RISKS OF BUYING A HOME THAT'S TOO BIG


By Robyn A. Friedman – Wall Street Journal. Call it HGTV-envy, but sometimes one of the biggest mistakes clients can make is buying too much house. “The biggest house isn’t necessarily the best house or even the best investment,” we shared with Robyn A. Friedman, in an article for the Wall Street Journal. High carrying […]Read More »

6 HOLIDAY GIFTS FOR YOUR FUTURE SELF


By Janet Kidd Stewart – Chicago Tribune. It’s year end. If you’re in the mood for gift giving, think about what gifts you can give yourself to make next year, and the year after, a lot better. We shared some great financial moves with Janet Kidd Stewart of the Chicago Tribune that you can make […]Read More »

NEW YEAR'S RESOLUTIONS FINANCE EXPERTS MAKE


By Robyn Friedman – City & Shore. We talked with journalist Robyn Friedman of City & Shore Magazine about our resolutions for the New Year. Many people make resolutions focused on financial goals like paying down debt, or saving more money. Want to improve your situation in the New Year? Think about what you want to accomplish in 2018 and stay positive, but realistic in […]Read More »

HOW TO SHOP FOR FLOOD INSURANCE


By Kim Lankford – Kiplinger Personal Finance. Hurricane Irma brought home the importance of flood insurance, showing that even areas supposedly at a low risk for flooding can suffer devastating damage. Kim Lankford of Kiplinger writes how flood insurance can save you thousands of dollars if another hurricane or other natural disaster comes our way. […]Read More »

GET INCOME FOR LIFE


By Eileen Ambrose & Sandra Block – Kiplinger Personal Finance. When you’re ready to retire, how do you turn a portfolio into a stream of sustainable income that can last thirty years or more? “Taxes, unpredictable investment returns, rising health care costs and inflation down the road can significantly erode the value of your nest […]Read More »

DO YOU NEED AN UMBRELLA POLICY?


By Kim Lankford – Kiplinger Personal Finance. Could your personal assets be at risk due to an accident, lawsuit or other unexpected event?  Mari spoke with journalist Kim Lankford of Kiplinger Personal Finance magazine on whether you need an umbrella insurance policy to give you additional protection. Here’s what it might cost, and what it needs […]Read More »

SIX WAYS TO STRETCH YOUR RETIREMENT DOLLARS


By Robyn Friedman – City & Shore Magazine. You’ve got dreams about how to spend your time in retirement, but can you stretch your resources to make sure you have enough for the long haul?  Mari spoke with journalist Robyn Friedman of City & Shore magazine for a May 2017 feature on six ways to make your money go further […]Read More »

GREAT GIFTS FOR YOUR GRAD


By Kimberly Lankford – Kiplinger Personal Finance. What’s the perfect gift to get your new college grad, or grandchild, off to a great start? Mari spoke with Kim Lankford of Kiplinger Personal Finance’s “Ask Kim” column. One of the most powerful ways to help the next generation is to encourage them in funding a Roth IRA. It can […]Read More »

WALL STREET JOURNAL Q&A ON COLLEGE 529 PLANS


By Chana R. Schoenberger – The Wall Street Journal. Does it pay to start out at a community college? Can I buy a computer with 529 funds? How do I name a successor for 529 accounts I set up for my grandkids? Find all our answers to your college 529 questions in this Q&A hosted by the Wall […]Read More »

RAISING FINANCIALLY RESPONSIBLE KIDS


By Alina Tugend– The New York Times. We recently spoke with journalist Alina Tugend of The New York Times to discuss the secrets of raising financially responsible kids. One of our favorite money moves for teenagers or young adults is opening a Roth IRA. As soon as your children start earning money through summer or after-school jobs, you […]Read More »

DOES RENTAL REAL ESTATE BELONG IN YOUR IRA?


By Robyn A. Friedman – The Wall Street Journal. Investing directly in rental homes or apartments in your IRA account can present serious tax hurdles and potential pitfalls. Mari talked to Robyn Friedman for The Wall Street Journal about the ups and downs of putting real estate in your retirement accounts, and why it may be a move best […]Read More »

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 »

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