Tag Archives | COVID-19
Top Finl Adv

Mercer Advisors Named To Elite Advisor List

Financial Times has named Mercer Advisors to their elite group of Top 300 Registered Investment Advisors once again! The list singles out Registered Investment Advisors with more than $300 million of client assets under management based on their expertise, credentials and client service. Clients need in-depth and tailored advice more than ever, says the Financial Times, as […]

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College Refund Due To COVID-19? Here’s How To Handle It

Your college student may have received a refund for tuition, fees, room and board, or other qualified higher education expenses due to COVID-19. If you withdrew funds from your student’s 529 account to pay the expenses, you may be able to deposit the refund back to the 529 account. To put the funds back into the […]

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Quote Of The Week: What Low Interest Rates Mean For You

The Federal Reserve has pushed interest rates to new lows to fight COVID-19. How do these historically low rates affect your wallet? “Good news, bad news. Borrowers will benefit from the low-rate environment. The 30-year fixed mortgage rate is likely to remain below 4% for the foreseeable future. Auto, home-equity and other consumer loan rates will […]

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When Grown Kids Return To The Nest: Practical Parenting During The Pandemic

Sheltering-at-home has been tough on many people during the COVID-19 pandemic. Some are lonely, some are bored, many miss seeing their grandkids, and more than a few have their hands full juggling work, childcare, medical concerns, and financial stress. That’s why I consider myself one of the lucky ones. For the last few years I’ve […]

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What Women 50+ Want From Their Financial Advisor

It’s official: Women over fifty know their own mind and aren’t afraid to speak up. When asked during a recent research study what they want from their financial advisor, mid-life women were very clear in spelling out what is on their wish list. Here’s seven key items mid-life women 50+ are looking for from their […]

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12 Most Affordable Housing Markets For First-Time Homebuyers

Young Americans are priced out of real estate markets in many of their favorite cities. Home values are so high in relation to income in the nation’s leading metropolitan areas that young home-buyers would need decades to save enough money to put down a 20% down payment. But it doesn’t need to be that way. […]

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Don’t Throw Out That Stimulus Debit Card!

“I almost threw it out,” confessed one client. “I thought it was another unsolicited credit card offer and was getting ready to put it in the shredder,” said another. They are talking about the prepaid debit cards they received from the U.S. Treasury containing their stimulus payments issued under the CARES Act. The cards, called Economic […]

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2020-05 Most Wanted Pandemic List

8 Surprising Products People Most Want To Buy During The Pandemic

Surprise! Here are the 8 most unexpected products that people have wanted to buy during the pandemic.  

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Quote Of The Week: Amazing Advances In Life Expectancies

“Four million years of evolution extended average life expectancies by 11 years.  But over the last 120 years alone, we’ve extended life expectancies on this planet by an additional 40 to 42 years.  We sometimes forget that 50% or more of all economic growth in the world can be attributed to public health and medical […]

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Florida Real Estate Holds Its Own During The Pandemic

We may be in the midst of a global pandemic, but life goes on. No surprise, then, that we have clients who are selling, building, buying, and refinancing homes across the state, despite COVID-19. Curious as to how Florida’s real estate market is weathering the pandemic? Here’s some highlights: Transactions are continuing day by day. […]

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