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Father's Day Canva 2021

Happy Father’s Day!

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impact 100 2020-2021 winners

Congratulations Impact 100 Palm Beach County $100,000 Grant Recipients!

I’m so proud to join with women colleagues in the community to support Impact 100 Palm Beach County! Impact 100 is a group of philanthropic women who have joined together to award $100,000 grants to local 501(c)(3) nonprofit organizations to allow them to launch or expand high-impact initiatives or programs in southern Palm Beach County, […]

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mother child cooking Photo by Mathilde Langevin on Unsplash

Lessons From My Mom

Those of you who know me well know that I am a firm believer in female empowerment, especially when it concerns financial literacy and women taking an active role in money decisions.  That’s why I have to share with you the attached article that I helped put together for my new firm, Mercer Advisors, for Mother’s […]

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Memorial Day 2021

In Observance Of Memorial Day 2021

Our office and the financial markets will be closed on Monday, May 31, 2021 in observance of Memorial Day.

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Celebrating National 529 Day on May 29!

Congratulations! It’s National 529 Day on May 29 (Get it? 5/29?). There’s reason to celebrate if you’re one of the smart parents or grandparents who have opened 529 college savings accounts for your favorite student. There are over 15 million accounts out there, and 529 savings accounts are definitely the most effective way to save […]

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Quote of the Week: When Is a Financial Planner Really a Financial Planner?

“The financial advice industry has 212 reasons to be confused. That’s the bewildering number of professional designations advisors use to indicate their expertise in every money issue under the sun, from retirement planning and college savings to insurance and investment funds. The alphabet soup is mystifying for investors. It’s baffling for advisors. And it’s getting […]

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house money Image by mohamed Hassan from Pixabay

Make Your Home Work Harder For You In Retirement

Thank you to writer Rivan Stinson of Kiplinger Personal Finance for checking in with Mari to talk about how your home can work harder for you in retirement! In most communities, the real estate market has been on fire. You’ve probably been watching your home equity climb to new highs. So how can you tap […]

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Austin Tanner - Boca Raton.pdf

Congratulations To Austin Tanner On Earning His CFP® Certification!

Warm congratulations to our Boca team member Austin Tanner on earning his CERTIFIED FINANCIAL PLANNER™ Professional certification and the right to use the CFP® marks! Austin recently passed the CFP® Certification Examination and met other requirements needed to earn the designation. We’re thrilled to recognize this significant achievement and Austin’s hard work! What’s involved in becoming […]

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kitchen remodel Photo by Watermark Designs on Unsplash

Remodeling? Here’s How To Pay For It

Planning to remodel your kitchen or bathroom? Or maybe you’re upgrading your windows, adding a whole-house generator, or making other updates to your home? With people spending more time than ever at home due to COVID, Americans are undertaking plenty of home improvement projects, and our clients are no exception. The frequently seek our input […]

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Ready For Retirement? Check Out Our Tips In Business Insider

Are you saving enough for retirement? We had a chance to chat with reporter Laila Maidan of Business Insider about designing a personalized retirement roadmap tailored to meet your specific goals. While saving 10% to 15% of income each year is a solid rule of thumb, that advice may not be suitable for everyone. A simple […]

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