Newsletter
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…
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…
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?…
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…
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…
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…
Advancing Network Security for Government Entities
Information technology (IT) has become interwoven into all aspects of daily-task management throughout every sector/vertical market in society, including government entities. Risks change every day resulting from the need to…
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…
The Buzz About Bitcoins
With the latest buzz about bitcoins – a decentralized, digital currency just a few years old – it is extremely important for the banking industry to understand their use and…
Financial Literacy and the Future of The Mercadien Foundation
Having just concluded National Financial Literacy Month doesn’t necessarily mean we’re off the hook for the rest of the year on personal financial knowledge. April was a time to celebrate and contemplate personal finance, but it’s important to keep this topic on our radar throughout the year.