Author Archives: Mari Adam

Women & Money: New books “Strangers” and “Yesteryear” spark the conversation

We love books that help spark meaningful conversations about women and money. So we’re happy...

Trump Accounts: Should you open one for your child?

You’ve probably read about the new Trump Accounts for kids. But a lot of people...

Want to retire in South Florida? Better save up!

A new report just confirmed what residents already know. The cost of living in South...

This is all your high schooler needs to do to earn an extra $100,000

Young Americans are woefully ill-prepared when it comes to personal financial literacy. That leaves them...

Bold money moves for the New Year

Women, you are about to control over half the world’s wealth by 2030. It’s time...

Sorry to be a grinch, but your home may not be that great an investment

It’s the season of holiday cheer and goodwill toward man. Forgive us for being a...

65+ and single? Don’t let your HSA turn into a tax bomb

I am a dedicated saver. Yet I did something this month I almost never do....

Strategies to trim that 2025 tax bill

It’s not too late! You still have time to cut your 2025 tax bill down...

It’s not too late to cut your tax bill for 2025

Thanksgiving is here. Christmas is not far behind. The clock is ticking. But there is...

Loved doing this presentation on Women & Money in San Antonio!

Just got back home to South Florida from doing a weekend presentation on Women & Money in...