Insights: Marguerite Mount
How to Prepare Your 18-Year-Old for Financial Success
Your teenager is on the cusp of turning 18. As a parent, you want to ensure you make the correct financial decisions that set them up for a successful future.…
Barely Average Financial Education in the U.S.
It might not be surprising, but the United States isn’t close to the top when it comes to basic financial literacy skills among teenage students. Which country is? China. The…
Big Choices When Deciding Where To Retire
About 15% of people in households with incomes of more than $100,000 move to a new destination when they retire – While the majority of baby boomers choose to stay put…
What Happened While We Watched the Election Ads?
With the election behind us, perhaps we can start thinking about other things and even focus on some events that we may have missed during the fall campaign. On October…
Holiday Saving Starts NOW
Summer was the time to get away, but now we’re back to school, college, and work. Before we know it, Thanksgiving will be over and the holidays will be nipping…
Financial Literacy Month is Coming: Are You Ready?
In an age where few things are still taboo topics, we need to recognize how life-changing it can be to talk about and learn about money. In 2004, Resolution 316…
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…
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…
Marguerite Mount Named Annual Honoree by Family Guidance Center
The Mercadien Group is pleased to announce that Marguerite L. Mount, CPA, CGMA; managing director; principal in Mercadien, P.C., CPAs; and leader of the firm’s Individual Services Group, has been…
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…