Janet_Yellen_official_Federal_Reserve_portrait

Janet Yellen Named First Woman Secretary Of The Treasury

Move over, Hamilton! She’s not the star of her own Broadway musical (yet) but the big news coming out of Washington is that Janet Yellen was just sworn in as the first woman Secretary of the Treasury. Before he hit it big on Broadway, Alexander Hamilton was, of course, the first Secretary of the Treasury, serving […]

Read full story Comments { 0 }
Kiplinger ensemble

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 […]

Read full story Comments { 0 }
tax time reminder shopify free

Your Tax Reporting In The Mail Soon

It’s that time again! In preparation for the 2020 tax reporting season, here’s when to expect key tax mailings: Retirement Accounts: If you withdrew funds from your retirement, pension or annuity accounts in 2020, or received account distributions, you will be receiving Form 1099-R. If you made Qualified Charitable Distributions (QCDs), or gifts made directly […]

Read full story Comments { 0 }
business people Image by Yvette W from Pixabay

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 […]

Read full story Comments { 0 }
man charts invest Image by Gerd Altmann from Pixabay

Quote Of The Week: How COVID Taught Us To Stay Invested

The Wall Street Journal compiled 15 personal finance lessons we can learn from 2020 and the COVID-19 pandemic. Here’s one about the importance of staying invested, even when the market gets rocky. That is advice worth reviewing now as many market indexes are  reaching new highs. While that needn’t mean a pullback is imminent (if […]

Read full story Comments { 0 }
Image-by-rony-michaud-

The Blue Ripple: What’s Next After The Georgia Senate Races

Guest Post By Donald Calcagni, CFP®, MST Chief Investment Officer, Mercer Advisors The blue ripple With Georgia’s senate races now behind us, Democrats now control both chambers of Congress and the White House.  The new Senate will be evenly divided between Republicans and Democrats but, by the narrowest possible majority, Democrats will have control given Vice President-elect […]

Read full story Comments { 0 }
Martin Luther King Jr. Day 2021

Martin Luther King Jr. Day 2021

In recognition of Martin Luther King Jr. Day and market closures, our office will be closed Monday, January 18, 2021.

Read full story Comments { 0 }
couple laptop shutterstock purch 2

2020 – A Year to Remember: Resilient Markets Overcome Pandemic Panic

Still trying to make sense of 2020? Here’s a quick wrap-up of what happened in the investment markets. A year ago, no one could have foreseen the global pandemic poised to plunge the world into the worst crisis in decades, sickening millions, crushing entire industries, and panicking financial markets. To date, almost two million have […]

Read full story Comments { 0 }
piggy bank orange young woman free

Quote Of The Week: Stop Saving Your Money

The New York Times Smarter Living columnist Tim Herrera shares one of his New Year’s tips for getting better at money in 2021. His advice is to “stop saving your money.” No, he doesn’t really mean to stop saving, but he does mean you should put all your savings on autopilot so what you need […]

Read full story Comments { 0 }
Photo-by-Douglas-Sheppard-on-Unsplash

New Home? Don’t Miss March 1 Deadline To File For Florida Homestead

Florida residents: There’s an important deadline quickly approaching. If you purchased a new, primary residence in Florida, you have until March 1 to apply for homestead status. Florida residents are entitled to important property tax discounts on their primary and permanent residence, or “homestead.” The Florida Property Tax Exemption for Homesteaded Property provides valuable tax benefits to owners of real property […]

Read full story Comments { 0 }