Is the open road calling your name? It is for more than a few of our clients. Anxious to get out of the house, but not so keen on traveling by air or staying in a hotel, more people are giving in to the lure of RV’ing. Some of our clients have been RV aficionados […]
Will Your Tax Rates Go Up?
Taxes and the upcoming elections seem to be on everyone’s mind. Many clients are asking whether they should expect tax rates to go up in the future. That’s an impossible question to answer without consulting our crystal ball, but a peek into the past might help give that question some historical context. We can look at […]
Elections & Markets: What should investors do?
Guest Blog By Donald Calcagni, CFP®, MST, Chief Investment Officer Mercer Advisors Summary Every four years, investors are faced with the same questions: “Should we make any portfolio changes given its an election year? And what if the other side wins?” While many would like to believe that one party results in better market returns than the […]
Help! The IRS Hasn’t Cashed My Check Yet
You did everything right. You owed money to the IRS so you sent in a check before the deadline. Weeks have gone by, and they still haven’t cashed your check yet. What gives? This is the story we are hearing from more than a few clients. They sent some pretty big checks in to the […]
How Far Your Dollar Can Stretch In Each State
Trying to live on a budget? It’s no secret that your dollar will go further in states with a lower cost of living, where the price of housing, food, and other goods and services clock in at the lower end of the scale. Using data from the Bureau of Economic Analysis, 24/7 Wall St. calculated […]
Went To Cash In March? Why You May Regret It Now
It’s harder than you think to time the market. You have to pick the right day to get out. Then you have to pick the right day to get back in. That’s why the pros strongly counsel against it, and advise you instead to start off with the right allocation mix and stick with it […]
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 […]
Say It Ain’t So! Millennials Turning 40
Hard to believe, but the oldest of the millennials – those born between 1981 and 1996 – are about to turn 40. The generation that some thought would never move out of Mom’s basement is now marching toward middle age. And despite all those earlier concerns, America’s largest living adult generation is doing quite well, thank you. […]
It’s Not Your Imagination. Pandemic Work Days ARE Getting Longer
Many of us are fortunate enough to be able to continue working remotely during the COVID-19 crisis, far away from the potential perils of the daily commute on public transit or sharing a workplace with others. But there is a downside to working from home. If it feels like the workday is getting longer, it’s […]
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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About Mari Adam, CFP®
Mari Adam, Certified Financial Planner™ and President of Adam Financial Associates Inc, has been helping individuals and families chart their financial futures for twenty five years. Mari has appeared in publications such as Business Week, CBS MarketWatch, Wall Street Journal, Kiplinger’s, Newsweek, and Money Magazine.
