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WORKING FOR YOURSELF? OPEN YOUR EYES TO THIS GREAT DEAL FROM THE IRS


By Brett Arends – MarketWatch. If you are self-employed, you may be passing up some great “freebies” offered by the IRS. That’s the ability to score amazing tax deductions by contributing to a solo 401(k), SIMPLE, or SEP – all easy to use retirement plans authorized by the IRS. But these plans aren’t used often […]Read More »

RETIREES GET A BREAK ON IRA DISTRIBUTIONS


By Sandra Block – Kiplinger’s Personal Finance. The coronavirus stimulus package, known as the CARES Act, allows retirees who are 72 or older to skip required minimum distributions from IRAs and other tax-deferred accounts for 2020, writes Sandra Block for Kiplinger’s. With the RMD waived, does it still make sense to make a qualified charitable distribution this […]Read More »

STEPS FOR MAKING ENDS MEET DURING A PANDEMIC


By Kimberly Lankford – AARP Magazine. Desperate times like these call for desperate measures. If work, health or family disruptions due to the coronavirus pandemic have you struggling to make ends meet, you may need to make some major changes to your finances. But what actions can really make a difference? Mari talked with Kimberly […]Read More »

HOW MODEST SPENDING CUTS CAN TAKE THE STING OUT OF DOWN MARKETS FOR RETIREES


By Gail MarksJarvis for Barron’s. Worried about the impact of recent market declines on your retirement? Working with an advisor can help you stay on track and rebound faster. Mari spoke with columnist Gail MarksJarvis of Barron’s on how small investment and spending changes can get you through these uncertain times with flying colors. If […]Read More »

WHY YOU NEED A ROTH IRA IN TURBULENT TIMES


By Kimberly Lankford – AARP Magazine. “Funding your Roth is a use-it-or-lose-it opportunity each year,” says Mari Adam, a certified financial planner in Boca Raton, Florida, in an interview with Kimberly Lankford for AARP Magazine. “A Roth IRA lets you move money into a special forever-tax-free account. Once you put money in that account, it […]Read More »

SIX THINGS TO CONSIDER BEFORE MARRIAGE OVER 50


By Robyn A. Freidman, City & Shore PRIME. Thinking about getting married? If you’re over 50 and considering making your relationship permanent, there’s plenty to consider, writes Robyn A. Friedman for City & Shore magazine. “You’re bringing baggage into the relationship,” says Mari Adam, a certified financial planner in Boca Raton. “You may have already had […]Read More »

4 KEY QUESTIONS TO ASK BEFORE REFINANCING


By Ilana Polyak, CNBC. Interest rates are at record lows. Should you refinance? You may want to refinance by shifting to a shorter maturity mortgage, said Mari. “By going from a 30-year to a 15, you might be cutting total interest costs by half,” Mari told financial reporter Ilana Polyak. Anyone with an adjustable-rate mortgage should […]Read More »

8 WAYS TO DECLUTTER YOUR FINANCES IN 2020


By Robyn A. Friedman, City & Shore Magazine Are you overwhelmed with financial statements, paperwork, and ‘to do’s’? Robyn A. Friedman of City & Shore Magazine has some great ways for you to tame the financial clutter. One of the top tips we shared with Robyn? Streamline your finances by moving 401ks from old employers, and […]Read More »

HOW MUCH CAN YOU CONTRIBUTE TO A TRADITIONAL IRA FOR 2020?


By the Editors of Kiplinger’s Personal Finance. What’s up with IRA contributions for 2020? We spoke with the editors of Kiplinger’s Personal Finance to share insights on who should consider contributing to a Traditional IRA for 2020. If you want to capture an immediate tax deduction, or think your taxes might be lower in upcoming years, take […]Read More »

FIVE WAYS TO MAKE HOLIDAYS LESS TAXING


By Robyn A. Friedman – City & Shore Magazine. It’s the holidays – when everyone’s fancy turns to thoughts of family and friends, eggnog and latkes, celebrations and getaways. But there’s one more thing you should be thinking about now: taxes.  It’s not too late to review your tax situation for 2019 – or too early […]Read More »

BABY BOOMERS ARE GIVING FINANCIAL HELP TO THEIR GROWN CHILDREN


By Penelope Wang – Consumer Reports. For many parents, it’s second nature to want to make financial sacrifices to support their children, even after they’ve become adults. More than 7 out of 10 parents say they put their children’s interests ahead of their own. But too much generosity isn’t a good long-term strategy.  Not knowing when […]Read More »

5 HIDDEN FEATURES OF 401(K) PLANS YOU SHOULD KNOW


By Lucy Lazarony – Yahoo Finance. How well do you know what’s hidden in your 401(k)? When it comes to 401(k) plans, you may be missing out on benefits that you don’t know about. Your 401(k) plan doesn’t have to offer all the tax-savings provisions that the IRS allows for 401(k) plans. So, not all plans have […]Read More »

HOW MUCH CAN YOU CONTRIBUTE TO AN IRA FOR 2019?


By Thomas Blanton – Kiplinger’s Personal Finance. IRA contribution limits are going up in 2019, but how can you tell if a Roth IRA or a Traditional IRA is right for you? This article helps explain the key differences between Roth and Traditional accounts. Traditional IRAs are best for people “who need an immediate tax deduction […]Read More »

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 »

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 Women’s Choice Award® for the fourth consecutive year, spotlighting our firm’s commitment to women. The Women’s Choice Award® is the premier recognition award for well-qualified financial advisors who are committed to the women’s market and serving their female clients. This recognition demonstrates our unwavering commitment to provide outstanding service to […]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 »

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