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It’s Time To Fund Your IRAs!

We’re getting closer to the April 15 deadline for funding your IRAs or Roth IRAs for 2020 (that’s last year). Mari Adam talked to Kiplinger Personal Finance magazine to share insights about IRA limits and strategies. You can read the entire article here. The maximum amount you can contribute to your IRA for 2020 is $6,000 or […]

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Top 3 Mistakes Wealthy People Make With Their Money

Making money and managing money can be two very different things, as some people – including the country’s wealthiest – learn the hard way, writes Laila Maidan for Business Insider. Laila recently interviewed Mari Adam on the top 3 mistakes wealthy people make when it comes to managing their money. “[Wealthy people] make the same […]

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Mixed Progress: Women CFP® Professionals Still In The Minority

It’s a case of good news, bad news. First, the good news. Earlier this month, Certified Financial Planner Board of Standards, Inc. (CFP Board) reported strong increases in the number and the diversity of CERTIFIED FINANCIAL PLANNER professionals in 2020. The absolute number of female CFP® professionals increased to an all-time high of 20,633, reflecting growth […]

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Martin Luther King Jr. Day 2021

Martin Luther King Jr. Day 2021

In recognition of Martin Luther King Jr. Day and market closures, our office will be closed Monday, January 18, 2021.

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Happy New Year!

Welcome 2021! Wishing all our clients, friends, and colleagues a New Year that is happy, healthy, prosperous and bright!

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Happy Holidays!

Never forget the importance of a diversified portfolio! Wishing all our family, friends, clients and colleagues a joyous and healthy holiday season! Mari, Scott & Austin Mercer Advisors Boca Raton, Florida  

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2020-12 USNews Kim Lankford Gifts

8 Great Financial Gifts For Kids

Thinking of a gift with lasting impact and value? Check out this article in U.S. News & World Report on 8 great financial gifts for kids, with tips from my talented Mercer Advisors colleagues Jennifer Baick, located in our Bellevue, Washington office, and Laura Cuber, based in Schaumberg, Illinois. These gifts can help your kids, […]

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Not Quite Back To Normal Yet, But Boca Symphonia Wows With Beautiful Music!

Everyone was masked, we all sat far apart, and it wasn’t your typical concert hall, but it sure was nice to get out of the house and hear exquisite music at the Boca Symphonia’s first live concert of the 2020-2021 season. The program included a selection of works by Corelli, Vivaldi, Walker, and Mozart, under the […]

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Our Offices Are Closed For Thanksgiving Week

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, […]

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On Veterans Day 2020: Honoring All Those Who Have Served

Happy Veterans Day to our military and their families, who sacrifice so much to keep our country safe and strong!    

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