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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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Quote Of The Week: Inflation Is Everywhere

“Inflation can have a real impact. When you think about the cost increases we’re seeing today, it absolutely is hitting the pocketbooks of Americans. You can see it at the grocery store. You can see it at the gas pump. It is everywhere.” Todd Giesing, Secure Retirement Institute, Investment News, January 24, 2022  

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Take A Deep Breath. Market Pullbacks Are Normal

The markets have gotten off to a rough start in 2022, giving investors the equivalent of a nasty New Year’s Eve hangover. So perhaps this is a good time to remind everyone that market pullbacks are normal occurrences, taking place about once per year on average. Nonetheless, absolutely no one enjoys the stress and anxiety they can create. It’s […]

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Ask Mari: Why Aren’t My RMDs Going Down In 2022?

Question: I thought retirement account RMDs (Required Minimum Distributions) were going down in 2022 thanks to a new and more favorable RMD table. But when I looked at my 2022 RMD required withdrawal amount, I saw it is higher than last year’s. What’s up with that? Answer: You’re not imagining things. Yes, the RMD calculations […]

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How COVID Has Changed Our Retirement Plans

It’s the beginning of a new year, and our third living with the COVID-19 pandemic. It’s hard to look beyond lockdowns, #WFH challenges, and PCR tests, but when Kiplinger magazine – in collaboration with wealth management firm Personal Capital – surveyed retirees and near-retirees about the pandemic a few months ago, they found that Americans […]

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It’s Time To Bump Up Your 401(k) Contributions

Still working? Before another pay check goes by, make sure to bump up your 401(k) contributions to reflect higher 2022 contribution limits. Putting more into your 401(k) helps get you ready for retirement and cuts what you owe to the IRS (and who doesn’t like that!). Depending on the type of plan you are offered […]

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Quote Of The Week: Keep The Sound Turned Off

“If you must watch CNBC or other financial television, watch it with the sound turned off.” Jason Zweig, “The Best Investment for This Coming Crazy Year,” The Wall Street Journal, January 7, 2022 What’s the secret to successful investing? Financial columnist Jason Zweig says what’s needed to invest successfully in 2022 is the discipline to stay […]

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Gold Fails The Inflation Test In 2021

Were you one of those people wondering whether you should invest in gold in 2021 to hedge your portfolio against rising prices? If so, be glad you didn’t. Has gold lost its luster as an inflation hedge? We’ve been asked about buying gold so many times by clients that we posted a blog article on the topic last summer. […]

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Don’t Forget! Quarterly Tax Estimates Due January 18

Do you pay quarterly estimated taxes? Many of our clients do. You may need to submit taxes quarterly if your tax withholding throughout the year is not sufficient to cover total taxes owed, or if you receive investment, retirement or self-employment income not subject to withholding. A quick reminder that your next quarterly tax payments are due Tuesday, […]

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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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