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Ask Mari: Will Switching To Part-Time Work Hurt My Social Security Benefits?

One of our clients asked a great question that other day as we met to discuss retirement plans with her and her husband. At age 60, she is not yet old enough to start claiming her Social Security benefits (that starts at age 62). But she wanted to know if switching from full-time to part-time […]

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Ask Mari: I Just Sold My House. Do I Owe Taxes?

Home prices are on fire in South Florida and elsewhere. No wonder several of our clients are taking advantage of sky-high real estate valuations to sell. But once you sell, could some of that money be owed to the IRS for taxes? That’s one of the most common questions our clients are asking. Here’s a […]

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Elderly Care in Times of Pandemic

We’re pleased to share with you a guest blog from our colleague Linda Ames Lyon, CFP®, MBA. Linda serves as Associate Advisor with Mercer Advisors in its Washington D.C. branch. She writes about the very personal journey she went through with her husband as they discovered her aging mother-in-law needed a higher level of care. […]

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World Traveler Sets Her Sites on New Retirement Adventure And Career #4

Introduction: There is nothing more inspirational or powerful than watching a woman transform her life to create new opportunities and possibilities for herself. As we approach July 4 and the celebration of our nation’s Independence, join with us in celebrating some of these women as they share their stories – in their own words – […]

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How I Launched A Totally New Career & Became An Entrepreneur In My 60s

Introduction: There is nothing more inspirational or powerful than watching a woman transform her life to create new opportunities and possibilities for herself. As we approach July 4 and the celebration of our nation’s Independence, join with us in celebrating some of these women as they share their stories – in their own words – […]

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How I Went To Law School In My ’40s And Changed My Life

Introduction: There is nothing more inspirational or powerful than watching a woman transform her life to create new opportunities and possibilities for herself. As we approach July 4 and the celebration of our nation’s Independence, join with us in celebrating some of these women as they share their stories – in their own words – […]

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Thank You, Ed Slott and Financial Advisor Magazine!

Thank you to America’s IRA Expert Ed Slott, CPA and to Financial Advisor magazine for hosting the incredibly informative June 9 webcast answering advisors’ questions on the 2020 retirement tax rules. Ed Slott, if you are not familiar with his name, is widely regarded by financial planners as the expert’s expert when it comes to […]

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Uncertain Income? Tips To Cut Your Spending

Whether you’re still working or already in retirement, you may feel less confident now about your income than you did in January due to the ongoing fallout from the coronavirus pandemic. It’s natural to want to proceed with extra caution going forward. One way to get your finances back into your comfort zone is to […]

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Refinancing Done Right: When A Mortgage Re-Do Generates Big Savings

Rates are lower than ever, so we’ve been helping several clients explore mortgage refinancing options. When a refinancing is done right, it can save you thousands of dollars. But not every potential refi makes the cut. Sometimes the expenses just don’t justify the potential savings. But the refi that closed last week for our clients […]

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To Go Or Not To Go? Coronavirus Complicates Travel Plans

To Go Or Not To Go? Coronavirus Complicates Travel Plans

One of the most common questions we’re getting from clients this week is how to handle overseas travel they’ve already booked, given the growing threat of Coronavirus. In many cases, they have already paid for or put big deposits down on expensive trips. Should they stay or should they go? We share 6 tips below to help you […]

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