Mercer Advisors
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Medicare 101

Medicare basics, timing, plan types, and annual review tips — get clarity with expert insights.

Family & Health Insurance Solutions Retirement Planning Health & Wellness Healthcare & Medicare Webinars

Hosted By

Josh DeForest
CFA®, CFP®
Executive Managing Partner, Head of Client Delivery
Published May 15, 2025
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Further Learning

Family & Health Article

Retirement Trusts for Beneficiaries with Special Needs

An overview of how retirement assets can support special needs trust planning, preserve government benefits, and provide long-term financial support for families.

A woman working on the family financial plan
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Becoming the Family Financial Planner: When Leadership Shifts for Women

An empathetic guide for women becoming primary financial decision makers after divorce, inheritance, or a spouse’s illness

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Tax-Free Gifting in 2026: What Financial Givers Should Know

Wondering about IRS gift tax rules? We explain annual exclusion, lifetime estate and gift tax exemption, and tax-excluded gifts.

Wealth planning for life’s biggest moments.

Explore family and health solutions with Mercer Advisors.

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