Author Archives: Mari Adam

Join Us for RIA Practice Management Panel!

Looking forward to moderating our panel Thursday, October 23 on Best Practices for Running a...

Do you have too much in stocks in your 401(k)?

Americans are investing more in stocks than ever before in their 401(k)s. But is it...

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Pay Gap Widens Between Men and Women 2nd Year in a Row

Men earn more than women, and that gender pay gap is widening. The median woman...

Volunteering for CFP® Exam Development in Washington D.C.

Lucky me! It was gorgeous, sunny weather in Washington D.C. last week, where I was...

Thinking about retiring? Read this first.

Think you’ve got enough money to retire? Before you pull the trigger, read this. You...

When I’m 64: Planning for Aging Clients

Do you know what keeps your aging clients up at night? Are you engaging with...

Too many goals. Not enough money. 5 top tips to help you decide where to put your money first.

“I don’t even know where to start,” confesses Abby, a married free-lancer in her thirties....

Want to build or boost your credit score? Try this powerful hack just for renters.

You know how important your credit score is, right? A good credit score opens the...

Want to understand your finances? Here’s how to take the first step.

One of the top questions women always ask me is how they can start getting...

Are you a fan of Buy Now, Pay Later (BNPL) payment programs? Better read this.

If you are one of the millions of U.S. consumers using popular Buy Now, Pay...