For over twenty years, Adam Financial Associates, Inc. has been helping clients just like you plan and invest for a better, more secure future. Learn why clients across the country trust us for
our financial planning and wealth management expertise.
We specialize in working with women, couples, and people who want to enjoy a confident, fulfilling retirement. Our experienced and credentialed
team can help you make important financial decisions with
confidence as you chart a path for a rewarding
By Amanda Dixon – Bankrate.com. Interest rates are low, and investors are struggling to get the income they need. But things are starting to change. Cash is no longer trash. Cash deposits outperformed stocks and bonds in 2018, and the neglected asset class is finally getting some respect. Amanda Dixon of Bankrate.com talked to Mari […]
By Kim Lankford – Kiplinger Personal Finance. Did you know there’s a great way to do good at the same time you’re saving on taxes? Mari Adam, CFP® talks with veteran journalist Kim Lankford of Kiplinger Personal Finance about QCDs – Qualified Charitable Distributions. You can give money to charity directly from your IRA and cut […]
By Maridel Reyes – Synchrony.com. Getting a tax refund? Mari Adam, CFP® discusses how to deploy that refund in ways that will make you be saying “thank you” for years to come. How about funding a Roth IRA, or paying down your credit card bills? Either will pay off many times over. “By saving a little in […]
In recognition of Martin Luther King Jr. Day and market closures, our office will be closed Monday, January 21, 2019.