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Gift And Estate Tax Changes For 2022: What You Need To Know

The IRS just announced important gift and estate tax changes for 2022 that you’ll need to know. Higher Gift Limits The annual gift exclusion increases to $16,000 for calendar year 2022, up from $15,000 for calendar year 2021. That’s the amount you can gift to anyone during the year, whether children, family, or friends, without […]

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Women Edge Out Men When It Comes To Investment Returns

Fidelity’s 2021 Women and Investing Study shows that women edged out men when it comes to investment returns over the last decade. After analyzing over 5 million customer accounts from 2011 to 2020, Fidelity calculated that women achieved slightly better results than men (0.4% higher returns per year) due to their disciplined and consistent investment approach. That’s […]

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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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October Is Breast Cancer Awareness Month

So many of our families and friends have been touched by breast cancer. In recognition of Breast Cancer Awareness Month, make sure you sign up for your annual breast cancer screening. Early detection can save lives! And please support cancer research, diagnosis, and treatment.   

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Learn More About Financial Literacy October 4th

Tune in on October 4th at 12 p.m. to hear from Kristen Burnell, Andrea Hasler, and Mari Adam, CFP®, MBA, CRPC® as they join George Washington University’s School of Business Vice Dean for Strategy Liesl Riddle, PhD on the upcoming webinar “Financial Literacy and Personal Finance: GFLEC Connects Research, Policy and Solutions.” Learn more about how Global Financial Literacy Excellence Center (GFLEC) research is […]

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How to Make the Most of the New Child Tax Credits

What is the best way for parents to make the most of the extra $250 to $300 a month? Across the state, Florida families have started receiving monthly Child Tax Credit payments that took effect last month as part of the federal government’s pandemic relief. According to the IRS, 90% of American families with children […]

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Ask Mari: Social Security Benefits For A Divorced Spouse

For many retirees, deciphering the best Social Security claiming strategy can be incredibly confusing. Social Security has thousands of complex rules and regulations, and policies change over time. In fact, one recent study estimated that the average American household leaves over $110,000 on the table by using the wrong Social Security claiming strategy. That’s why […]

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Signing Up for That First 401(k)

Is there a new grad in your household who is starting out on their first “real” job? If so, you may want to share this story by personal finance columnist Michelle Singletary, writing for the Washington Post, as she talks about helping her daughter set up a 401(k) account on her first full-time job. It’s […]

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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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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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