Our Mercer Advisors Boca Raton office and the financial markets will be closed on Monday, June 20, 2022, in observance of Juneteenth National Independence Day, our newest federal holiday. Juneteenth commemorates the end of slavery in the U.S. at the end of the Civil War.
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Target Date Funds: No Place To Hide
Millions of American workers have invested in target-date funds in their 401(k) accounts. And why not? They’re quick, and they’re easy, providing instant diversification and the benefits of a professionally designed investment portfolio tailored to meet your changing needs as you inch closer to retirement. Unfortunately, millions of target-date fund investors just discovered that even […]
Memorial Day 2022
Our office and the financial markets will be closed on Monday, May 30, 2022 in observance of Memorial Day. Please join with us in remembering our fallen service members with pride this Memorial Day.
Taxes All Done? Here’s When It’s Safe To Shred Those Receipts
Congratulations! Your 2021 taxes have been filed. So, is it safe now to throw away all those receipts, statements, and confirmations? Kiplinger reporter Rivan V. Stinson explains in a recent article what you need to keep, and what it’s safe to shred. “Generally, the IRS has three years from the date you file to audit your […]
Literary Feast Raises Money For Libraries, Reading Programs
As long as I can remember, I’ve loved to read. So you can probably understand why last weekend I was thrilled to lend a hand to one of my absolute favorite annual events – the Broward Public Library Foundation’s Literary Feast, which combines fundraising, a silent auction, dedicated volunteers, and intimate dinner gatherings with renowned […]
In The News: How To Manage Your Money Given Global Unrest
Rattled by global events? Even the most experienced investors can be unsettled by global unrest and unsure of how to respond. Mari recently talked to veteran reporter Jeanne Sahadi of CNN Business to share some tips on how to manage money in light of today’s geopolitical uncertainty. You can read more about our conversation in […]
Relocating In Retirement? Here’s Where People Are Moving To
Thousands of Americans retired last year, packed their bags, and moved out-of-state ready to start a new and more fulfilling chapter in their lives. Where exactly did they all move to? Here are the top 5 destination states attracting new retirees in 2021: Tennessee Florida Pennsylvania North Carolina South Carolina And here are the 5 […]
Impact 100: Making An Impact In Our Community
I’m so proud to be a supporter of Impact 100 Palm Beach County for over 8 years. Impact 100 has helped support deserving projects in my community by harnessing the giving power of hundreds of local women. Impact 100 Palm Beach County connects women together to improve our community by funding multiple $100,000 high-impact grants to nonprofits […]
Happy Holidays!
Happy Holidays from our family to you and yours! We wish you a joyful holiday season, and a very happy and healthy New Year, with many good things in store for you in 2022! Mercer Advisors will be celebrating the holidays by closing all offices on Friday, December 24, Friday, December 31 and […]
How To Minimize Taxes On Those Retirement Distributions
Once you turn 72, you need to start withdrawing money from your retirement accounts. When that time comes, do you know the secrets to managing and actually cutting your retirement tax bill down to size? We do, so we were thrilled to share tax trimming tips with veteran report Sandra Block as she put together […]
About Mari Adam, CFP®
Mari Adam, Certified Financial Planner™ has helped hundreds of individuals and families build wealth and plan for a more secure financial future for over 30 years. Her advice has appeared in publications such as Wall Street Journal, Kiplinger’s, Money Magazine, Business Week, and CBS MarketWatch.
