Mercer Advisors
Sharing Knowledge

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

Is TikTok Where Your Kids or Grandkids Get Financial Advice?

Discover why financial advice on TikTok often misses the mark for young adults and how a personalized financial plan can protect their long-term future.

Father and Son Taking a Walk
Family & Health Guide

When Your Child Turns 18: A Financial and Legal Planning Guide for Families

A comprehensive checklist covering legal documents, account transfers, budgeting strategies, and the life skills that prepare your young adult — and your family — for what comes next.

Family at Daughter's Graduation
Family & Health Article

529 Plan Leftover Funds: Your Options Explained

A 529 surplus after graduation gives families more options than most people realize, including Roth IRA rollovers, estate planning, and multigenerational education savings.

Listen
Family & Health Podcast

Episode 521 – Importance of Disability Insurance

Discover why disability insurance is a critical but overlooked part of any financial plan and how to choose the right coverage for your income.

Family & Health Article

Inheritance Planning Strategies for Your Wealth

Learn effective inheritance planning strategies. Get experienced guidance on estate taxes, wealth transfer, and comprehensive financial planning.

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.

Listen
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.

Further Learning

Estate Planning Article

Maryland Estate and Inheritance Tax

Maryland is the only state levying both an estate tax and inheritance tax. Understand thresholds, exemptions, and strategies to protect your estate.

Listen
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.

Woman at desk looking at documents
Women & Wealth Article

What To Do Before and After a Major Wealth Event

A business sale, inheritance, or equity exit changes everything. Learn the steps women should take before and after a major liquidity event.

Investment Management 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.

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.

Explore Our Solutions

Financial Planning
Estate Planning
Tax Planning & Preparation
Insurance Solutions
Investment Management
Trustee Services

Want to learn more about Mercer Advisors?

Let’s Talk