Family Office
It’s Wedding Season. Have You Considered All You Need To Do When You Get Married?
Your wedding planning checklist may look something like this: 1. Dress – bought 2. Tux – need 3. License – file 4. Guest list – finish; however, it would be prudent for…
Travel Insurance: What Is It And Do I Need It?
There are many types of insurances with which we all are familiar, including medical, automobile, life, etc. Another type of insurance known to some is travel insurance. Maybe you noticed…
Mercadien Group Managing Directors earn prestigious PFS credential
The Mercadien Group is pleased to announce that two of the firm’s managing directors, Marguerite L. Mount and Michelle V. Everman, have been awarded the Personal Financial Specialist (PFSSM) credential…
Tips for a Stress-Free New Year
Are you ready for tax time? There are a couple of steps you can take now, as information begins to arrive in the mail, to alleviate some of the stress…
The Tax Increase Prevention Act of 2014
As December waned, Congress passed and President Obama signed the Tax Prevention Act of 2014 (TIPA). This act was intended to extend more than 50 tax provisions that expired on…
Paying for College? It’s Never Too Early or Late to Plan
As the weather turns cooler and leaves change color, we reflect back on the joys of summer vacation and look forward to next summer. Back-to-school brings the familiar routines of…
Are You Subject to FATCA?
It’s a fact – FATCA is here. What is FATCA? How does it impact you or your company? If FATCA does apply, are you or your company compliant with its…
Reverse Mortgages: A Holistic Approach
The Home Equity Conversion Mortgage (HECM), aka reverse mortgage, is an extraordinary tool when utilized in the proper manner at the proper time for the proper individual.
File & Suspend: A Social Security Strategy
The file and suspend Social Security strategy received media attention after the 2015 fiscal budget was released by the White House earlier this year. The Obama administration, in their budget narrative…
5 Steps to Achieve Your Financial Goals
What are your financial aspirations for the coming year? Would you like to pay off some high-interest debt? Step up your retirement savings? Set aside enough for an exciting vacation?…