Author Archives: Mari Adam

Trump $1,000 baby accounts more flash than cash

Don’t turn down the free money assuming these accounts really do become law, but there...

Got 5 minutes to fix your 401(k)?

Five minutes is all it takes to make sure you stay on track financially I...

The Hidden Costs of Homeownership

No one wants to feel house poor. But many Florida residents are starting to feel...

Retirement ‘Rules’ That It May Be Time to Break

There’s plenty of retirement rules of thumb telling you how to invest, how much to...

Struggling With Money Anxiety?

If you are like many other Americans, the news headlines may be giving you financial...

Why A Market Correction Needn’t Sink Your Retirement

We get it. Market declines can be scary. And market corrections, or declines of 10%...

Give Your Child The Power To Dream Big Without College Debt

As a long-time financial planner, I have often talked about how I used the Florida...

New Year’s Money Resolutions: 5 Tricks To Make Them Stick

If you plan to make New Year’s resolutions for 2025, you’re in good company. Americans...

Another Excellent Solution for Unused 529 College Funds

You know that unused 529 college funds can now be rolled to the beneficiary’s Roth...

What Your Parents’ Generation Says About How Likely You Are To Inherit

There are now almost 23 million Americans with a net worth of over $1 million,...