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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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Miami, Here We Come!

Thousands of people packed up and headed south over the last 12 months, making the Miami/Fort Lauderdale area the hottest destination in the country for relocating workers, as measured by movements of LinkedIn members themselves. LinkedIn’s Economic Graph team says, among all areas in the U.S., South Florida has experienced the greatest percentage population inflows […]

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CNN Business: Will Congress Kill The Backdoor Roth IRA?

You may have heard that some folks in Congress are threatening to squash the so-called ‘Backdoor Roth IRA,’ as the legislature debates passage of the Build Back Better bill, a multi-trillion dollar social welfare and spending proposal. What exactly is the Backdoor Roth IRA? For a quick overview, check out our recent blog story about Backdoor […]

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Happy Thanksgiving 2021!

Wishing you, your family, and friends a Thanksgiving holiday full of warmth, giving, and togetherness! Thank you for giving us the opportunity to help you make your financial dreams tomorrow’s reality! We are grateful for your trust and support, and wish you all the best for the holiday season.

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