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Newly Married? Moving in Together? Here’s How To Handle Money As A Couple

Are you newly married or just moving in together? What’s the secret to handling money as a couple? Check out Mari’s interview with reporter Rivan V. Stinson of  Kiplinger magazine, just in time for Valentine’s Day. We talk about buying a home together, handling debt, protecting a non-working partner, and how to have that critical first […]

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Mixed Progress: Women CFP® Professionals Still In The Minority

It’s a case of good news, bad news. First, the good news. Earlier this month, Certified Financial Planner Board of Standards, Inc. (CFP Board) reported strong increases in the number and the diversity of CERTIFIED FINANCIAL PLANNER professionals in 2020. The absolute number of female CFP® professionals increased to an all-time high of 20,633, reflecting growth […]

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$6 Billion And Counting: MacKenzie Scott Rewrites The Rules Of Big Dollar Giving

We all know that wealthy people can and do give more money to charity than the rest of us, but MacKenzie Scott – the former wife of Amazon founder Jeff Bezos – is rewriting the rules about big dollar giving. Here’s what she just did that made the charitable world sit up and take notice. […]

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8 Great Financial Gifts For Kids

Thinking of a gift with lasting impact and value? Check out this article in U.S. News & World Report on 8 great financial gifts for kids, with tips from my talented Mercer Advisors colleagues Jennifer Baick, located in our Bellevue, Washington office, and Laura Cuber, based in Schaumberg, Illinois. These gifts can help your kids, […]

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Holiday Giving: The Gift Of Education for Hanukkah

For many people, the holidays are all about giving. So we were thrilled when one of our clients called last week to ask us to help her make special gifts from her account to her five grandchildren’s college 529 accounts for Hanukkah. You probably know that parents or grandparents can gift up to $15,000 per […]

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Women Still Lack Money Confidence, And It Costs Them

A new research study shows that the gender gap is as wide as ever when it comes to key measures of investment knowledge and confidence. Men investors tend to score higher than women when it comes to investment knowledge. They also tend to be more comfortable making investment decisions and taking advantage of investment opportunities. […]

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Women: Being Humble On The Job May Cost You That Next Promotion

Women are finding that humility on the job front may be costing them big promotions. The Harvard Business Review uncovered a large gender gap in self-promotion, or how you rate your own performance — with men rating themselves 33% higher than equally capable women. All participants in the study were given a test which was […]

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4 Ways Women Can Stop COVID From Sidetracking Their Health, Wellness And Financial Plan

As a woman, I know how easy it is to put someone else’s needs ahead of my own. I think many women do it automatically when we have young kids at home, but it’s a pattern that often extends into the empty nest phase and even later years. There’s always an excuse. Maybe we’re too […]

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Impact 100 Palm Beach County Kicks Off Grant Season for 2020-2021

Does your favorite nonprofit group sponsor worthy projects in southern Palm Beach County? Here’s a way you can help them do even more to support the community. Impact 100 Palm Beach County is kicking off its grant season for 2020-2021. Several local charities can qualify for funding to support even more high-impact, worthwhile projects in […]

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It All Started With The Vote: One Hundred Years Of Progress For Women

August 2020 marks a very important anniversary for American women. One hundred years ago this month, American women won the right to vote with the ratification of the 19th Amendment. It was a long and hard fight, starting in 1848 and continuing through the Civil War, World War I, and culminating only in 1920 as […]

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