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EARLY RETIREMENT? HOW TO AVOID EARLY WITHDRAWAL PENALTIES


By Hillary Hoffower – Business Insider. Retiring early and maintaining financial independence is on FIRE lately (sorry for the pun!). But to build a sustainable income stream that starts when you are still in your forties or fifties takes some special techniques so you don’t get hit with early withdrawal penalties, or run out of […]Read More »

HOW TO REPORT CHARITABLE GIFTS FROM YOUR IRA


By Kim Lankford – Kiplinger Personal Finance. Making charitable gifts from your IRA by using a QCD, or Qualified Charitable Distribution, is a great idea and can cut your tax bill.  But you need to be careful when it comes time to report the gift so you don’t trip up and overpay the IRS. Kim Lankford […]Read More »

UP TO DATE? THE CHALLENGES OF DATING OVER 50 IN SOUTH FLORIDA


By Robyn A. Friedman – Prime Magazine. They are smart, successful, financially comfortable women over 50. So just why is it so difficult to find Mr. Right, or at least an entertaining male companion, in South Florida? Robyn A. Friedman gives us an inside look at the challenges of finding your match in our slice […]Read More »

IN YOUR 20s? 30s? 40s? 50s? HERE'S HOW TO RETIRE A MILLIONAIRE


By Hillary Hoffower – Business Insider. Want to live a stress-free life with $1 million or more in the bank? It’s certainly possible. We spoke with financial reporter Hillary Hoffower of Business Insider to share what to do at every decade of your life, so you can stay on the fast track to banking that first $1 million. The article is […]Read More »

4 WAYS TO GET BETTER RETURNS THAN CD'S


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 […]Read More »

YOU CAN STILL CONTRIBUTE TO AN IRA FOR 2018


By Thomas Blanton – For YahooFinance. The clock is ticking but there’s still time for you to contribute to a deductible or Roth IRA for 2018. Mari Adam, CFP® talked to Thomas Blanton about who should consider making a deductible IRA contribution. (Read the full article here)Read More »

MAKING TAX-FREE DONATIONS FROM YOUR IRA


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 […]Read More »

GETTING A TAX REFUND?


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 […]Read More »

HOW TO ROCK THE EMPTY NEST


By Greg Daugherty – Considerable.com. Kids cost a lot to raise. No kidding. So when they’re finally out of the house, smart parents decide it’s time to play catch up with their retirement savings accounts. Mari Adam, CFP® talked to financial journalist Greg Daugherty of Considerable.com about how empty nesters can make the most of this newly liberated phase of their […]Read More »

HOW MUCH DO YOU NEED TO RETIRE EARLY?


By Hillary Hoffower – Business Insider. Hankering to leave the 9-to-5 as soon as possible? Some people do it, but what’s the secret? Mari Adam, CFP® talked to Hillary Hoffower of Business Insider about how to make that nest egg last. Where you live can have a huge impact, so you’ll want to gravitate to locales offering […]Read More »

SECURING THE DREAM RETIREMENT IN FLORIDA - HOW MUCH DOES IT COST?


By Hillary Hoffower – Business Insider. Florida is one of the best places to retire in America — but exactly how much does it cost for a dream retirement in the Sunshine State? AFA Founder Mari Adam, CFP® ran the numbers with Hillary Hoffower of Business Insider so you can see how far your savings will […]Read More »

TOP FINANCIAL TIPS FOR HIGH SCHOOL GRADS


By Lucy Lazarony – MSN Money. It’s important to start establishing credit and set money goals, even if you’re still in your teens and fresh out of high school. AFA Advisor Anthony LaBrake, CFP® shares important financial tips for new high school grads with reporter Lucy Lazarony of MSN Money. As you make choices for college, […]Read More »

7 TOP FINANCIAL TIPS FOR COLLEGE GRADS


By Lucy Lazarony – MSN Money. You’ve got the diploma, and maybe you’ve even landed a first real job in your career. Great start. But are you ready to leverage your success and weather the financial challenges that may come your way? AFA Advisor Anthony LaBrake, CFP® shares important financial tips for new college grads with […]Read More »

BUYING AN ANNUITY? BETTER KNOW THE TAX ISSUES FIRST


By Jeanne Sahadi – CNNMoney. “Guaranteed payments” sound very appealing. But with many of the promises made by annuity salesmen, what you get turns out to be less than what you thought you were getting. AFA Founder Mari Adam, CFP® talked with veteran financial reporter Jeanne Sahadi of CNNMoney about when annuities can be a good […]Read More »

PLANNING FOR COLLEGE? DON'T RAID THE RETIREMENT ACCOUNTS


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 »

NEW TAX LAW MAKES HOMES TOUGHER TO BUY IN HIGH-COST AREAS


By Sandra Block – Kiplinger’s Personal Finance. McMansions, or even more modest homes in some high-cost parts of the country, could become more expensive for home buyers in the coming years because the new tax law limits how much mortgage interest and real estate taxes you can deduct. It also changes the rules on how […]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 »

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