Holiday Party 2019

Come Celebrate The Holidays With Us!

Please stop by to celebrate the season with us! It’s our opportunity to say “Thank You” to our clients, friends and colleagues who we have had the good fortune to work with in 2019. Help us support our community’s children by bringing an unwrapped toy or gift. And join with us in getting ready to […]

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It’s Official! Adam Financial Joins Mercer Advisors

A message to our clients from Founder and President Mari Adam: It’s official! As of December 15, Adam Financial Associates (AFA) is joining the Mercer Advisors’ team! Mercer is one of the nation’s leading fee-only advisors, ranked consistently among the largest independent Registered Investment Advisers and financial planning firms in the U.S. Mercer Advisors will […]

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Top Reasons For Working Past 65

Older Americans are living longer than ever. So it should be no surprise that many plan to continue working into retirement to keep busy and stay mentally fit, reports Jacqueline Sergeant for Financial Advisor magazine. By 2026, almost 1/3 of all individuals in the 65-to-74 age group are projected to be gainfully employed, according to […]

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Succession Stories From The Front Line: Come Hear How We Did It

You’ve built a successful investment advisory firm. Now what? How do you execute a succession plan that lets you engage and retain next generation advisors? Come hear two of my colleagues and me talk about how we did it. Our panel is Monday afternoon, December 9, at the DeVoe G2 Forum – Fontainebleau Miami Beach. […]

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The Clock Is Ticking On Year-End Tax Moves

Tick, tock, tick, tock. Do you hear it? That’s the sound of time running out. We talked with financial journalist Robyn A. Friedman of City & Shore Magazine to share smart year-end tax moves that can save people money. “It’s not too late to review your tax situation for 2019 – or too early to […]

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Don’t Let Hefty Credit Card Bills Be All That’s Left When The Holidays Are Over

Enjoy the holidays, but don’t get carried away with holiday shopping. It’s easy to overspend, and 48 million Americans are still paying off credit card debt from last holiday season, says NerdWallet. 55% of credit card users carry a balance on their cards, paying interest rates of 16.86% on average, says website CreditDonkey. The average individual credit card […]

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How To Retire Early Without Losing Your Health Coverage

Almost every day, we talk to people who are at least considering retiring before their 65th birthday. 65 is, of course, the age at which you become eligible for Medicare. For many early retirees, their biggest concern is how to hang on to their health insurance until age 65 when they can sign up for Medicare. Here’s […]

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Giving Thanks In 2019

We would like to wish all our clients, friends, colleagues, and families a very Happy Thanksgiving! Thanksgiving is a time to slow down, give thanks, and appreciate all we have to be grateful for. We are deeply thankful for your support and friendship throughout the year, and appreciate your confidence in us. Counting you among our customers […]

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Traveling For Thanksgiving? Why You Need To Avoid Airport USB Charging Stations

It pays to be safe when you travel this Thanksgiving. The last thing you need is to catch some nasty malware that hijacks your phone or laptop and steals valuable data and passwords. That’s called “juice jacking” and can happen far too easily at the airport when you charge your devices by plugging into a USB […]

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Quote Of The Week: What Are Low Rates Good For?

“Low rates might be good for borrowers, but they play havoc with an investor’s portfolio. To achieve the returns they need, investors around the world are being forced to take on more risk simply to achieve yields that risk-free Treasuries and other fixed-income instruments used to offer.” Mark Saukkola, CEO at KBS Capital Markets Group,  “Investing […]

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