Industries

NJAMHAA News features Mercadien Financial Services and Expertise for Nonprofits

The previous issue of NJAMHAA News featured Mercadien Technologies, one of six companies that make up the Mercadien Group. While Mercadien Technologies handles the encryption and other technological aspects of…

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Mercadien Hosts Seminar on Risk Management for Nonprofit Executives

More than 30 chief and financial executives of New Jersey nonprofit organizations attended The Mercadien Group’s complimentary breakfast seminar, “How to Manage Risk,” at its offices on August 5, 2014.…

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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.

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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…

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The New VUCA Paradigm

Mercadien’s Nonprofit Co-Services leader, Lisa Thouin, and I attended the AICPA’s Not-For-Profit (NFP) Industry Conference, a three-day event in Washington, D.C., where we learned about industry trends, developments on the…

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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?…

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Taxpayer Bill Of Rights Recently Adopted By IRS

At the urging of the taxpayer advocate for the past seven years, the IRS recently adopted the Taxpayer Bill of Rights. While the rights are not new, this is the…

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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…

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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…

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What Are My Subrecipient Monitoring Responsibilities?

A pass-through entity that receives federal awards and/or New Jersey state awards as a subrecipient must determine on a case-by-case basis whether the disbursements made under each agreement represents a…

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