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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 »

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 »

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