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June 6th, 2022 |

Woman at computer

Tax Season is Over! Now to Organize Financial Documents

Phew! You’ve filed your tax return and satisfied Uncle Sam for another year. Now is a good time for some spring…

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May 18th, 2022 |

Mother Daughter

Valuable Money Lessons My Mom Taught Me

We believe in the incredible power of women. And who was our first influence? Our moms! In recognition of Mother’s Day,…

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March 18th, 2022 |

The Ukraine Crisis: Three Lessons for Investors

With Russia’s invasion of Ukraine on February 24, the post-Cold War order – one founded on peace, security, and the encouragement…

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February 28th, 2022 |

Information Scams

Mercer Advisors Security Measures

PROTECTING YOUR ONLINE VISITS

Username and password requirements

To help prevent unauthorized access,…

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February 11th, 2022 |

Tips for completing your 2021 tax return

There were many tax changes implemented or extended last year that may impact your 2021 tax filing. January is a good…

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January 28th, 2022 |

Milestone Ages for Financial Planning

When it comes to financial planning, some birthdays are more important than others.

Whether or not you’ve stopped counting birthdays, it’s important to know…

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January 14th, 2022 |

Now is the best time for gifting

Summary

With historically low interest rates, tax changes on the way, and a temporary increase in the estate and gift tax threshold, 2021 is…

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January 11th, 2022 |

New communication information

We have been working diligently with our partners at Mercer Advisors to merge our office systems. Much of this work has been performed…

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