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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 »

PRE-RETIREMENT CHECKUP: WHAT TO DO IN THE 5 YEARS BEFORE YOU RETIRE


By Teresa Mears – U.S. News & World Report. For people who turned 60 this year, retirement is beginning to come into sight. The question is, are they actually ready for it? “The five-year reality check is a really good idea,” Mari told reporter Teresa Mears. “It’s an opportunity to test what you think you want […]Read More »

5 TIPS FOR CHOOSING A FINANCIAL ADVISOR


By Robyn A. Friedman – City & Shore Magazine. CFP, CPA, CFA, CIMA. To choose a financial advisor these days, you may need to wade through an alphabet soup of confusing professional designations. Make sure to check credentials, said Mari in an interview with Robyn Friedman. “Your advisor should have a rock-solid basis of personal finance […]Read More »

HOW TO CHOOSE THE BEST STUDENT LOAN REPAYMENT PLAN FOR YOU


By Kaitlin Mulhere – Money Magazine. Questions about your student loans and the best way to pay them off? Check out Mari’s conversation with Money Magazine reporter Kaitlin Mulhere on the best student loan repayment plans. Cautions Mulhere: “Some of the payment plans will sharply reduce your current bill but cost you more in the long […]Read More »

HOW TO PLAN FOR AGING IF YOU'RE AN 'ELDER ORPHAN'


By Teresa Mears – U.S. News & World Report. As baby boomers head into retirement, many are realizing they will have no family to depend on as they age. Almost one-quarter of Americans over 65 are single and childless, effectively “elder orphans,” with no one to care for them if their health declines. Having a trusted […]Read More »

TIPS FOR BUILDING WEALTH AT ANY AGE


By Robyn A. Friedman – City & Shore Magazine. For all those baby boomers growing older and wondering whether they’re financially secure enough to retire, we have good news and bad news. The bad news: Many individuals lack retirement savings. According to a Federal Reserve survey released in May, 31 percent of non-retired adults reported that […]Read More »

SOUTH FLORIDA 4TH WORST IN MANAGING MONEY


By Marcia Heroux Pounds – South Florida Sun-Sentinel. South Florida ranked fourth worst at managing money and third worst for credit score among the 25 most-populous metropolitan areas in the United States What gives? Mari talked to the Sun-Sentinel about what makes South Florida unique. Many South Florida residents work for themselves and have variable […]Read More »

IS NOW THE TIME TO BUY A NEW HOME?


By Robyn A. Friedman – City & Shore Magazine. If you’re from South Florida, you know people here love to talk about buying and selling houses and condos. But is now a good time to buy? Well, that depends on what you’re buying, where – and whom you talk with. Mari talks to journalist Robyn Friedman about […]Read More »

SHOULD YOU PAY ALL CASH FOR YOUR NEXT HOME?


By Greg Daugherty – Investopedia. At a time when many Americans would find it difficult to scrape up even a 10% down payment for a home, a surprising new trend has emerged. Increasing numbers of home sales are now all-cash deals. Financial writer Greg Daugherty interviewed Mari about the pros and cons of doing an […]Read More »

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