Trust & Estate Planning

Two Mercadien CPAs Are Awarded Prestigious Credentials

Princeton, NJ & Philadelphia, PA – The Mercadien Group is pleased to announce that two of its executives have earned significant designations in the accounting field. Mr. Digesh Patel, CPA,…

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The Sandwich Generation

An early morning stop at the hospital to visit your parent and to catch the doctor on their morning rounds, a hurried arrival at work, making follow-up appointments for your…

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Medicare Open Enrollment

Medicare Open Enrollment, also known as the Annual Enrollment Period (AEP), runs from October 15 through December 7 each year. During this time of year you can change your Part…

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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…

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Gifting Wisely

Most of us are familiar with the concept that we can gift a certain amount of money to another person every year without gift tax consequences and that there is…

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A Successful Business Requires Strong Governance

Begin With the Business Structure  Good governance starts with the initial organization (or reorganization) of a business. For the sake of simplicity, we’ll focus on governance issues in the context…

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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…

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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…

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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…

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Should I Consider Long-Term-Care Insurance?

As the first baby boomers approach their 70s in a healthier state than any prior generation, and as medical expertise and technology improve, it is vital that they address the…

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