Mercer Advisors will be celebrating Thanksgiving by closing all offices from Monday, November 23 through Friday, November 27, allowing employees to enjoy time with their families. We will reopen on Monday, November 30. Should you need urgent assistance at any time during the week of November 23, other than the day of Thanksgiving and Friday, […]
“I count my blessings far more than I count my money.” — Dolly Parton Dolly Parton grew up poor in rural Appalachia and has become a beloved country music icon, actress, philanthropist and businesswoman, founding the theme park Dollywood in Pidgeon Forge, Tennessee. Inspired by her father’s inability to read and write, Dolly started Imagination […]
Pushed by the pandemic, American consumers – and especially older ones – have embraced digital banking as never before. Since COVID began, over 90 percent of Americans banked virtually at least once using an online website or a mobile app. Retail banking institutions JP Morgan Chase and Bank of America have both reported a substantial […]
Here’s some good news for people nearing or already in retirement! In the future, you will be required to take less money from your retirement plans, but the new rules won’t take effect until 2022. That’s right. Required Minimum Distributions (or RMDs) will be heading downward starting in 2022, as the IRS recognizes that longer life […]
Women are finding that humility on the job front may be costing them big promotions. The Harvard Business Review uncovered a large gender gap in self-promotion, or how you rate your own performance — with men rating themselves 33% higher than equally capable women. All participants in the study were given a test which was […]
“Tropical Storm Eta’s record rainfall left behind flood-damaged homes across South Florida. And it also left behind a stark reminder that your property insurance policy may not have you covered.” “A lot of people don’t know that their homeowner’s or renter’s insurance doesn’t include flooding,” says Logan McFaddin of the American Property Casualty Insurance Association. […]
Happy Veterans Day to our military and their families, who sacrifice so much to keep our country safe and strong!
Guest Post By Donald Calcagni, CFP®, MST Chief Investment Officer, Mercer Advisors As 2020 election results have come in throughout this week, one thing that wasn’t expected is the market rally that has occurred. While this has happened for several reasons, it’s helped to remind us why it’s so important to remain diversified and have a long-term […]
“An emergency fund can boost peace of mind and financial confidence in long-term goals. In a report conducted by AARP, people with emergency funds felt 2.5 times more confident in their ability to achieve their financial goals than those who did not.” Christine Benz, “What the Coronavirus Means for the Future of Financial Planning,” Morningstar, October 13, […]
Our clients already know that we spend a lot of time researching the finances of retirement so we can help you get the most satisfaction out of your retirement years. Previous research has suggested that your spending tends to balloon in the “go-go” years just after retirement as you cram travel, eating out, and all […]
About Mari Adam, CFP®
Mari Adam, Certified Financial Planner™ and President of Adam Financial Associates Inc, has been helping individuals and families chart their financial futures for twenty five years. Mari has appeared in publications such as Business Week, CBS MarketWatch, Wall Street Journal, Kiplinger’s, Newsweek, and Money Magazine.
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