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Tax Planning Article

The New Math of Charitable Giving Tax Deductions

New 2026 charitable giving tax deduction rules changed the math. Learn how the AGI floor, the 35% cap, and DAFs reshape your year-end giving strategy.

Listen
Investment Management Podcast

Episode 40 – Diversify Broadly, Both Across and Within Global Asset Classes

Don Calcagni, Chief Investment Officer, explains why he pursues the broadest possible diversification in portfolios — and why it’s the second principle of the evidence-based investment philosophy at Mercer Advisors.

Estate Planning Article

How To Keep Your Family Vacation Home in the Family

Passing down a family vacation home takes more than a will. Learn how trusts, LLCs, and honest conversations can keep your legacy property in the family.

Retirement Article

Catch-Up Contributions 2026: What’s New for Savers

SECURE 2.0 catch-up rules are in effect for 2026. New limits, a higher Roth threshold, and final IRS guidance change how older savers should plan.

Retirement Article

Medigap vs. Medicare Advantage: Your 2026 Medicare Options

Understand your 2026 Medicare choices, and compare Medigap and Medicare Advantage on cost, coverage, networks, and enrollment to make an informed decision.

Retirement Article

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.

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Investment Management Podcast

Episode 525 – Investment Philosophy vs. Strategy

Discover how your core beliefs shape investment decisions. John Walker and Jason O’Meara break down philosophy vs. strategy for long-term success.

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.

Women & Wealth Article

Beyond Business Growth: Wealth Planning for Women Founders

Many women founders face a three-way financial pull. Learn how to help protect personal wealth, optimize taxes, and plan your business exit — all at once.

Estate Planning Article

Illinois Estate Tax: What High-Net-Worth Families Need To Know

Illinois’ $4 million estate tax exemption, far below the $15 million federal threshold, can expose high-net-worth families to unexpected state tax bills without proactive planning.

FAQs
Tax Planning FAQ

What is the new charitable giving tax deduction floor for 2026?

See the answer
Tax Planning FAQ

How does the 35% cap on itemized deductions work?

See the answer
Tax Planning FAQ

Should I bunch my charitable donations?

See the answer
Tax Planning FAQ

What happens to my charitable deduction in a year my income spikes?

See the answer
Tax Planning FAQ

Is a qualified charitable distribution still worth it under the new rules?

See the answer
Tax Planning FAQ

Can I use a QCD before required minimum distributions start?

See the answer
Tax Planning FAQ

Should I leave my IRA to charity instead of to my children?

See the answer
Tax Planning FAQ

What is the difference between giving cash and giving appreciated stock?

See the answer

Further Learning

Tax Planning Article

The New Math of Charitable Giving Tax Deductions

New 2026 charitable giving tax deduction rules changed the math. Learn how the AGI floor, the 35% cap, and DAFs reshape your year-end giving strategy.

Listen
Investment Management Podcast

Episode 40 – Diversify Broadly, Both Across and Within Global Asset Classes

Don Calcagni, Chief Investment Officer, explains why he pursues the broadest possible diversification in portfolios — and why it’s the second principle of the evidence-based investment philosophy at Mercer Advisors.

Estate Planning Article

How To Keep Your Family Vacation Home in the Family

Passing down a family vacation home takes more than a will. Learn how trusts, LLCs, and honest conversations can keep your legacy property in the family.

Retirement Article

Catch-Up Contributions 2026: What’s New for Savers

SECURE 2.0 catch-up rules are in effect for 2026. New limits, a higher Roth threshold, and final IRS guidance change how older savers should plan.

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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