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Financial Planning

Learn how to meet your long-term financial goals with insights on holistic financial planning that incorporates goal analysis, asset allocation, tax planning, and more.

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Article

3 Questions to Answer for Solar Energy Use

Judy McNary,

Oct 7, 2020

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Article

3 Factors for Special Needs Financial Planning

Protect your loved ones who have special needs by putting a comprehensive plan in place.

Christopher Currin,

Sep 22, 2020

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Article

5 Tips for Your College 529 Plan

Mari Adam,

Sep 22, 2020

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Article

Wealth-Life Balance: 3 Steps for Women

Need financial peace of mind in volatile times? Build a long-range plan and stick with it.

Alise Kraus, Kristen Kestel,

Aug 31, 2020

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Webinar

3 Ways to Manage Your Wealth-Life Balance

Alise Kraus, Kristen Kestel, Kristen Comeau,

Aug 27, 2020

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Article

Tips for Managing Job Changes

How to manage your financial goals and healthcare needs if you are laid off or start a new job.

Martine Lellis,

Aug 21, 2020

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Article

Elections & Markets: What should investors do?

Every 4 years, investors revisit the same question: Should we make any portfolio changes? In the end, the best preparation is a long-term investing strategy.

Donald Calcagni,

Aug 21, 2020

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Article

7 Financial Planning Tips to Help You Meet Your 2020 Goals

Ben Kautz,

Jul 30, 2020

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Article

Elderly Care in Times of Pandemic

Caring for an aging parent can be challenging, especially during a pandemic; what do you need to know?

Linda Ames Lyons,

Jul 21, 2020

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Article

Weathering COVID’s Impact on Real Estate

Explore options to help shore up lost cash flow from your property investments amid the coronavirus pandemic.

Mark Germain,

Jul 21, 2020

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Article

When Grown Kids Return to the Nest

When grown kids move home, transitioning to parent-in-residence can be full of new learnings and exciting memories.

Mari Adam,

Jun 22, 2020

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Article

Why Check Your Spending Habits Now?

In crisis situations, managing your spending becomes central especially if you are experiencing reduced income.

Nicholas Campbell,

May 28, 2020

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Article

Are We in a “Shecession”?

More women than men will be financially impacted by COVID-19. Here are 5 ways you can protect your credit.

Mari Adam,

May 14, 2020

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Podcast

CARES Act Relief Options

As doctors and scientists worldwide race to develop effective treatments and a vaccine for COVID-19, U.S. lawmakers are working to counter the economic hardship from this crisis. In March, U.S. households and small businesses started receiving financial help through the $2.2 trillion Coronavirus Aid, Relief, and Economic Security (CARES) Act.

Doug Fabian, Jeremiah H. Barlow,

May 11, 2020

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Article

Why an Auto Insurance Rebate May be Headed Your Way

Gas prices aren’t the only savings consumers are seeing these days. Auto insurance companies will be offering insurance rebates too.

Mari Adam,

May 7, 2020

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Article

Q1 Capital Markets Update: Bright Spots Amid COVID-19 Clouds

We put the current market volatility in perspective and answer clients’ questions about what’s next.

Mercer Advisors,

Apr 30, 2020

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Article

Can States File for Bankruptcy

For investors who own municipal bonds and are worried about state bankruptcies, find out why this is an unlikely option.

Donald Calcagni,

Apr 30, 2020

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Article

How to Strengthen Your Financial Plan During a Pandemic

Eight actions you can take to ensure your financial plan survives these times and comes out stronger on the other side.

Jessica Caruso, CFP®,

Apr 30, 2020

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Article

How to Pay for College During a Pandemic

For families with children starting or in college, COVID-19 poses financial challenges. Learn about available relief.

Dane Sauer,

Apr 22, 2020

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Article

5 Key Financial Challenges to Navigate During COVID-19

Most everyone has been impacted by COVID-19 in some way. Here are 5 tips to help navigate financial challenges.

Mari Adam,

Apr 22, 2020

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Article

COVID-19 Relief Aid for Small Businesses: What You Need to Know

The $2.2 trillion CARES Act includes substantial relief for small businesses. Find out if you qualify.

Jeremiah H. Barlow, Kara Duckworth,

Apr 10, 2020

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Article

Practicing Financial Wellness

Managing our physical, mental, and emotional health during stressful times can also help us keep a healthy outlook on our finances.

Mercer Advisors,

Apr 3, 2020

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Article

New Federal Stimulus and What it Means for You

The coronavirus stimulus package aims to provide relief to individuals, small business owners, and sole proprietors.

Matthew McCarthy, CPA, William Nelson,

Apr 2, 2020

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Article

Helping Small Business Owners Outlast Coronavirus Crisis

The new CARES Act will provide relief to small business owners. To help you better understand this package and ideas on how to mitigate financial impact, we have summarized the highlights in the short article.

Matt Cook, Kevin Jack, William Nelson,

Mar 27, 2020

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Article

Science of Fear and Staying Calm in Volatile Times

How can you avoid making irrational decisions during this crisis? Behavioral finance techniques can help you avoid common traps.

David Haman, David Askew,

Mar 27, 2020

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Webinar

Special Report: A Conversation About Today’s Markets

Donald Calcagni, Kara Duckworth, Doug Fabian,

Mar 20, 2020

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Article

Surviving Your Kid’s Wedding

Planning a wedding can be fraught with stress; get financial tips from a father on how to plan for your kid’s wedding

Fred Xuereb,

Feb 5, 2020

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Article

Financial Planning for Individuals with Special Needs

Families that include people with disabilities need a special financial plan to meet unique challenges.

Christopher Currin,

Feb 5, 2020

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Article

End-of-Year Financial Tips

Use these end-of-the-year tips to make sure your financial plan remains on track

Michael Snider,

Dec 3, 2019

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Article

How to Protect Yourself in the Digital World

Learn how to protect your data and online accounts from cyberattacks.

Ron Sharon, William Nelson,

Dec 3, 2019

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Article

Three Tips to Prepare for a Crisis

Now is the time to make sure you have the right coverage and paperwork to ensure your assets are protected.

Kara Duckworth,

Dec 3, 2019

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Article

Empowering Stay-At-Home Moms with Financial Knowledge

Hear from one of our own advisors about the challenges she faced as a stay-at-home mom while staying engaged with her finances.

Jennifer Baick,

Sep 5, 2019

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Article

Financial Planning for Caretakers of Aging Family

Family caregivers who function as crucial (often invisible) support system for aging family need support too.

Judith Hirotaka,

Sep 5, 2019

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Article

Supercharge Your Retirement Savings

How high-income earners can maximize retirement savings.

Glen Minton,

Sep 5, 2019

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Article

The Rise of Socially Responsible Investing

Your investments can reflect your values, ethics and desires for social change. Learn how to invest with purpose.

Donald Calcagni,

Sep 5, 2019

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Article

HSAs, Retirement & Their Tax Advantages

Maximize retirement savings with an HSA and designate the right beneficiary to ensure tax-free inheritance.

Frances Smith,

Sep 5, 2019

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Podcast

Financial Mistakes: The Dumb Things People Do With their Money

Recognizing the emotional triggers about money can give us the capacity to change our money management behavior.

Doug Fabian,

Jun 3, 2019

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Podcast

How To Choose A Financial Advisor

Use this podcast guide to help you find an advisor who’s bound by the fiduciary standard, putting your interests first.

Doug Fabian, Matt Cook,

May 31, 2019

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Article

Using Your Capital Gains for Good

Uncover hidden financial planning opportunities with philanthropy.

Jennifer Baick,

May 21, 2019

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Article

529 vs Coverdell: Saving for College

It's no secret the costs of attending college are rising. Here are some ways you can start planning for college.

Dane Sauer,

May 21, 2019

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Article

The Benefits of Charitable Giving

Philanthropy serves a critical need for social causes and can provide numerous benefits for the giver.

Melanie Guhit,

May 21, 2019

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Article

Using Donor-Advised Funds to Give with Intention

Donor-advised funds can help you shift your charitable giving to be more intentional and purposeful.

Jennifer Baick,

May 21, 2019

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Article

The Power of Your Financial Plan

A written financial plan can improve your chances of achieving your goals.

Laura Combs,

Mar 1, 2019

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Article

Asset Manager or Wealth Manager: Is There a Difference?

The answer is yes. Find out which one can help you with your comprehensive wealth management needs.

Dane Sauer,

Feb 19, 2019

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Podcast

Resetting Your Financial Goals for 2019

The start of a new year is a great time to define a vision and set concrete goals for your financial future.

Doug Fabian,

Jan 11, 2019

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Podcast

How to Financially Prepare for a Successful 2019

As you assess your personal finances, learn five action steps you need to take to achieve your financial goals.

Doug Fabian,

Dec 17, 2018

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Podcast

How to Fund College Without Going Broke with Jamie Block

Educational costs are going up every year, so it's never too early to start planning. Learn about common college funding mistakes and how best to save for college.

Doug Fabian,

Oct 19, 2018

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Podcast

The Power of a Financal Plan with Laura Combs

Having a proper, well-designed financial plan can change your life. Hear about key elements of a good financial plan and the importance of defining goals.

Doug Fabian,

Oct 11, 2018

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Podcast

Why Cash Flow Matters – A Podcast

Bull and bear markets are common occurrences. Learn how market corrections work and how investors can react during down market cycles.

Doug Fabian,

Sep 27, 2018

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Podcast

The Journey to Economic Freedom – Are You Where You Want To Be?

Tax laws enacted at the start of 2018 can mean significant changes to your wealth and estate planning strategies.

Doug Fabian,

Aug 2, 2018

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Podcast

Financial Retirement Planning: Social Security & Medicare

What do you need to know about Social Security and Medicare and when you should elect to receive these benefits?

Doug Fabian,

Jun 25, 2018

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Podcast

The Keys to Wealth Management Podcast

Do you know there are 7 keys to wealth management that can help you create the financial life you desire?

Doug Fabian,

May 31, 2018

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Podcast

Rebooting Your Financial Goals for 2018

Find a step-by-step plan for how to become a true goal setter and how to apply goal setting to your financial planning.

Doug Fabian,

Apr 22, 2018

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Podcast

Guide to Insurance Policies Podcast

Life insurance, umbrella policies, disability and long-term care insurance, all can be an important asset protection tool.

Doug Fabian,

Apr 12, 2018

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Podcast

Building Your Spending Plan

How do you determine how much to spend? Create a budget with our spending plan worksheet to help you answer the question.

Doug Fabian,

Jan 7, 2018

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Podcast

Financial Goal Setting

What are your financial goals? How do you achieve them?

Doug Fabian,

Nov 17, 2017

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Podcast

Balance Sheet Basics: What Is It, Why Need It?

What are your financial goals? How do you achieve them?

Doug Fabian,

Nov 17, 2017

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Podcast

The Formulas to Achieve Economic Freedom

How you use budgeting, compounded growth, and asset allocation to grow your wealth.

Doug Fabian,

Nov 14, 2017

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Podcast

The Five Principles of Finance

What are the most important components to achieve your financial goals - not the stock market or investing.

Doug Fabian,

Nov 14, 2017

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Article

5 Questions You Need to Ask Right Now About Your Finances

These 5 questions can help you formulate a financial plan so that you can achieve your goals.

Doug Fabian,

Nov 13, 2017

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Article

How to Get Started on Your Path to Economic Freedom

Comprehensive wealth management is key to achieving your financial goals.

Doug Fabian,

Nov 10, 2017

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Podcast

How to Achieve Economic Freedom

At Mercer Advisors, we talk a lot about financial goals. How can you achieve them through comprehensive wealth management?

Doug Fabian,

Nov 7, 2017

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