Mercer Advisors
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Family & Health

Explore insights from our staff of female financial advisors on topics impacting women today such as financial planning, estate planning, investment management, tax planning, and more.

Family & Health Article

Maximizing Social Security Benefits After Divorce or Loss of Spouse

Divorced spouses and widows may qualify for Social Security benefits based on a former or deceased spouse’s earnings record. Discover strategies to maximize retirement income in 2026.

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Family & Health Podcast

Episode 519 – Good Debt, Bad Debt: Know the Difference

Explore the pros and cons of debt with John Walker and Jason O’Meara. Learn how to manage credit cards, auto loans, and mortgages to reach your financial goals.

Family & Health Webinar

Smart Savings for the Next Generation: Understanding 529 Plans and Trump Accounts

Learn how 529 plans and Trump Accounts each play a distinct role in funding your child’s education and long-term retirement — and how to get the most from both.

Family & Health Article

Employer Contributions to Trump Accounts Explained 

New guidance clarifies how employers can contribute to Trump Accounts, including limits, tax treatment, and required reporting.

Family & Health Guide

A Guide for Widows and Widowers: Your Financial Care Package

A care package to help empower you to embrace your future, while honoring your loved one’s legacy.

Family & Health Guide

Suddenly Inheriting Wealth In Early Adulthood or Midlife

This guide aims to help you navigate the complexities of sudden wealth inheritance by addressing common concerns and providing a decision-making framework.

Family & Health Guide

What To Do When a Parent Passes: A Practical Financial Guide

A practical guide to the financial, legal, and administrative steps families face after a parent’s death, organized to reduce stress and prevent missed details.

Family & Health Webinar

Medicare Made Simple Webinar

Navigating Medicare can be a daunting task, but you’re not alone. Whether you’re approaching retirement age, already utilizing Medicare, or helping your loved ones make informed decisions, understanding the options is crucial.

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Family & Health Podcast

Episode 518 – You Can’t Take It with You: Living for Tomorrow and Today

John Walker and Jason O’Meara explore the Die with Zero philosophy, helping you balance saving for tomorrow with living fully today through intentional financial planning.

A man working on disability insurance
Family & Health Article

Why Disability Insurance Remains Essential in 2026

Disability insurance protects your earning power, safeguards savings, and helps prevent retirement plan disruption during illness or injury.

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.

Two women discussing how to use leftover funds in a 529
Family & Health Article

Beyond Tuition: How to Repurpose Unused 529 Plan Savings

Extra 529 plan funds are flexible, with options for education, family beneficiaries, Roth IRA rollovers, ABLE accounts, or strategic withdrawals.

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Family & Health Podcast

Episode 516 – What Does it Take to Feel Financially Secure?

John Walker and Jason O’Meara discuss why millionaires still feel financially insecure and share actionable steps to build real financial confidence.

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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