Financial Literacy

Make a List, Check it Twice, and Stick to it!

Setting a budget for holiday shopping is essential to avoid overspending, especially when it comes to utilizing credit cards. The debt you rack up can take months to pay off. Remember, the money spent on credit cards is not free money and, if not paid off within the billing cycle, interest continues to accrue. If…

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$tressed Out in the Workplace

Most people understand that there are only so many hours in the week but are surprised that surveys show 20 hours of productivity are lost per month for financially stressed employees. When the surveys were first done in 1979, 10% of employees reported decreased productivity because of financial stress. Now, that number exceeds 25%. A…

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Marguerite Mount Presents Financial Seminar at Girl Scout Leadership Summit

Marguerite L. Mount, CPA, CGMA, managing director of The Mercadien Group and chair of The Mercadien Foundation, presented a workshop, entitled “Securing Your Financial Future,” to parents and other adults affiliated with the Girl Scouts of Central & Southern New Jersey (GSCSNJ), at its Girl Leadership Summit held at Princeton University on November 1, 2014.…

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The U.S. Ranks Number Nine in Financial Literacy

The Organization for Economic Co-operation and Development (OECD) has released the statistics on the Program for International Student Assessment (PISA) which surveyed students in 18 countries on their knowledge and skills in dealing with financial issues. The OECD reports, “PISA included an assessment of students’ financial literacy – the first international survey of its kind.…

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8 Ways to Save on Summer Vacation

Summer is supposed to be a chance to get away, add a little color to that sun-sheltered skin, enjoy the hot sun at the barbecue, and get some much needed rest and relaxation. Instead, the American Institute of Certified Public Accountants (AICPA) reports that most Americans equate summer with financial anxiety. According to the AICPA…

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Are Personal Finance Education Mandates Working?

Math has always been taught in school, but the kind of math you’re probably thinking of isn’t always practical. You’ll never need to use de Moivre’s Theorem to file your taxes, and you’ll never have to work with the polar representation of a complex number at the grocery store. Unless kids are brought up in…

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Philadelphia VIP Features Frank Pina and Mercadien Foundation

The partnership began when Frank Pina, a Principal and Managing Director of the Mercadien Group, attended VIP’s Awards Night in 2012 and expressed an interest in helping achieve VIP’s mission. He organized a “Jeans for Charity” event at Mercadien that allowed all practitioners who donated to VIP to wear jeans to work on a particular…

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Christoper Seiz of The Mercadien Foundation Discusses Financial Literacy

Since 2004, the U.S. Senate has recognized April as National Financial Literacy Month in an attempt to encourage learning new financial skills, improve personal financial well-being and reduce the stigma attached to talking about personal financial health. Today, April 15, also happens to be when our taxes are due. April is a time to celebrate…

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National ‘America Saves’ Week – February 25th to March 1st

Looking to achieve a financial goal? Whether it is something small like the latest new gadget, large like a down payment for a house, or ongoing like retirement, saving is the best ways to get there.

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Life Isn’t Short

The following is an excerpt from Mr. Kamen’s highly-acclaimed book, “Reclaim Your Nest Egg: Take Control of your Financial Future,” published by Bloomberg Press. We all know how hard it is to deal with the idea of your own mortality. But it appears that conceiving of your own potential longevity is equally difficult. According to…

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