Connecting the Dots on Your Retirement Plan

Learn how a structured three-part approach to retirement income planning can help you protect the wealth you’ve built and achieve financial independence.

Financial Planning Guide

The Inheritance and Sudden Wealth Playbook: First 90 Days + 12 Months

When you inherit a significant amount of wealth, the decisions you make in the first year can define outcomes for decades. Here’s your step-by-step playbook.

Retirement Article

How SECURE 2.0 Is Reshaping Your Retirement Savings Options

The SECURE 2.0 Act of 2022 introduced significant updates to retirement savings rules — automatic enrollment, emergency savings accounts, and enhanced catch-up contribution limits — that can meaningfully change how you plan for the future.

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Investment Management Podcast

Episode 39 – Financial Planning Is a Prerequisite to Successful Investing

Don Calcagni, Chief Investment Officer, breaks down why financial planning should be the essential first step to building, sustaining, and transferring wealth.

Guides

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Women & Wealth Guide

Retirement Planning for Single Women: A Complete Guide

A practical guide to retirement planning for single women — covering Social Security, long-term care, estate planning, and an age-specific checklist.

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Estate Planning Guide

The Family Guide to Estate Planning: Helping To Protect What You’ve Built Across Generations

Explore wills, trusts, beneficiary traps, POAs, estate tax changes, inherited IRAs, gifting, and family conversations in one comprehensive planning guide.

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Tax Planning Guide

Tax Filing Is Not the Same As Tax Planning

You may think you’re managing your taxes effectively when you file each spring, but are you sure? Learn the difference between tax preparation and proactive tax planning.

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Retirement Guide

The Complete Retirement Income Guide: How to Make Your Money Last

Explore a comprehensive guide on retirement income planning, including Social Security strategies, withdrawal sequencing, and sequence-of-returns risk.

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Consider art as a distinct asset within the net worth statement, acknowledging its potential for value appreciation

Nicole Brandon, Sr. Wealth Advisor

Investing in Fine Art: A Guide on Risks, Returns, and How to Integrate Your Collection into Your Wealth Plan

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Webinars

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Financial Planning On-Demand Webinar

Paying for College Without Overpaying: Smart Strategies for Families

Our college planning specialists share time-tested strategies to help reduce college costs, maximize financial aid, and leverage 529 plans for smarter education savings.

Investment Management On-Demand Webinar

Q3 Market Outlook: Markets, Interest Rates, Inflation, and More

In this webinar, Mercer Advisors CIO covers inflation trends, AI’s economic role, interest rates, and long-term portfolio strategies.

Investment Management On-Demand Webinar

Your Money, Your Values: Aligning Your Portfolio with Your Priorities, Goals, and Real Life

In this webinar, we explore values-based investing strategies, from ESG funds to legacy planning, tailored for women at every life stage.

Tax Planning On-Demand Webinar

Tax Filing Is Not the Same as Tax Planning

In this webinar, we break down proactive tax planning, Roth conversions, and key changes from the One Big Beautiful Bill Act to help reduce your lifetime tax liability.

It’s really not a knowledge gap. It’s a conversation gap.

Kelly Gaur, Regional Vice President

Your Money, Your Values: Aligning Your Portfolio with Your Priorities, Goals, and Real Life

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Podcasts

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Investment Management Podcast

Episode 38 – The Science of Investing

CIO Don Calcagni unpacks why active investing underperforms, why indexing is a smart start, and how factor investing can improve your long-term returns.

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Financial Planning Podcast

Episode 524 – Generational Wealth

John Walker and Jason O’Meara break down the mindsets and strategies that help families grow and preserve generational wealth across decades.

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Investment Management Podcast

Episode 37 – Navigating the Mega-IPOs

Mercer Advisors CIO Don Calcagni explains why most investors should resist IPO hype, stay diversified, and let index inclusion work for them over time.

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Retirement Podcast

Episode 523 – Measuring the Success of Your 401(k) Plan

John Walker and Jason O’Meara of Mercer Advisors join retirement specialist Dennis Jablonski to break down the metrics that define 401(k) plan success.

The only team throwing Hail Marys are the ones that are behind.

Jason O’Meara, Partner, CFP®

Episode 522 – Are You a Do-It-Yourself Investor?

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FAQs

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Retirement FAQ

What is retirement income planning, and how is it different from general retirement savings?

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Retirement FAQ

What is a “financial why,” and why does it matter in retirement planning?

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Retirement FAQ

Do I need a retirement income plan if I’m already working with a financial advisor?

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Retirement FAQ

When is the right time to start retirement income planning?

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About Mercer Advisors

We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.

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