Author Archives: Mari Adam

Do Payment Programs Like ‘Buy Now, Pay Later’ Push You To Overspend For The Holidays?

‘Buy Now, Pay Later’ You’ve probably heard about it, or seen the offers from companies...

The New Golden Girls: Women 50+ have money to spend, and they love to spend it on travel

When I travel solo, what kind of fellow travelers do I usually run into? 💼 ✈️...

Last Minute Money Moves: Why You Should Consider A Roth Conversion in 2024

No pressure, really! But just a reminder that the clock is ticking. ⏱️ Financial planners...

Mari Earns Certification as a Certified Financial Therapist™ Professional

I’m happy to share that I’ve obtained certification as a Certified Financial Therapist™ Professional from...

Last Minute Money Moves You Should Make Before Year-End

The clock is ticking. It’s already December, which means you better get moving on that...

New ‘Super Saving’ Opportunities for Workers 60-63

Starting in 2025, the new super catch-up provisions will let savvy 60-63 year olds stuff...

Florida Condo Living Could Soon Become Much More Expensive

Condo living in South Florida could soon become much more expensive. Many condo associations will...

Could You Live To 100? Longevity Planning Secrets

So many of us are likely to live twenty to thirty years in retirement. What...

How High Are Home Prices? Even Millionaires Are Choosing to Rent

A few years ago, my wealthy clients would have laughed at the idea of renting...

Top Florida Universities Help Make College Affordable

Worried about how you can make college more affordable for your family? 👩‍🎓 👨‍🎓 One...