Individuals & Family
Congress Passes the PATH Act of 2015 and Makes Changes to Social Security in the Final Quarter of 2015
Keeping year-end tax planning interesting right up until the end, Congress acted in late December to pass The Protecting Americans from Tax Hikes (PATH) Act of 2015. This bill addresses…
Managing New Year’s Resolutions – A Financial Perspective
Happy New Year! As you celebrated the end of 2015 and start of 2016, you probably spent a few moments reflecting on where life has brought you and envisioning where…
Rick Willinger Featured in MidJersey Magazine on Tax Tips for Business Owners
With the start of 2016, many business owners are looking at the opportunities and challenges that lie ahead. But this may also be the right time to take a look back, especially…
Empty Nest? It’s Time for a Financial Update!
It is inevitable that your kids will grow up and someday move out of your house. Life will no longer revolve around their schedules. This can be a difficult emotional…
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…