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Professions

Professions Article

Incentive Stock Options: From Equity to Tax Strategy for Tech Professionals

Navigate the complexities of incentive stock options (ISOs). Learn about AMT, vesting, and strategic planning to help protect and grow your established wealth.

Professions Article

United Airlines Pilot Retirement: Key Decisions To Consider

Explore key financial decisions for United Airlines pilots to make three to five years before retirement: PRAP strategy, pension elections, and Medicare planning.

Professions Article

Delta Pilots: 7 Retirement Decisions to Consider

An overview of Delta pilot pension elections, Delta pilot 401(k) strategy, NQDC planning, Social Security timing, insurance gaps, and estate documents for pilots nearing retirement.

Professions Guide

The Real Estate Agent’s Smart Tax and Retirement Playbook

Understanding your options and making confident decisions can help you build long-term wealth and reduce your tax burden.

A dentist with a patient
Professions Article

Wealth Management FAQs for Dentists

Get answers to questions about taxes, retirement planning, practice valuation, and long‑term financial strategies.

A dentist and his assistant looking at sale documents
Professions Article

How To Minimize Taxes When Selling a Dental Practice

Learn how to structure your sale, offset gains, and plan for retirement to keep more of your hard-earned wealth.

Two creative professionals talking about tax deductions
Professions Article

Tax Deductions Every Creative Professional Should Know

Help maximize tax savings with this guide to deductions, including home office rules, equipment write-offs, and travel expenses.

A creative working a job
Professions Article

Why Creatives Need Estate Planning: Tips for Protecting Your Assets

Explore smart strategies like trusts, asset protection, and tax-saving tools to secure your financial future.

Creative professional working together
Professions Article

Tax Planning for Creative Professionals: Simplifying Tax Complexities

Learn how to manage irregular income, deductions, and multi-state filings with smart planning and professional guidance.

Athletes running on a track
Professions Article

Deductible Expenses for Professional Athletes

Learn about deducting ordinary and necessary business expenses and possible additional write-offs.

Professions Article

Creative Professionals: Building Income Stability and Wealth

A general guide for creating a steady income, preserving wealth, and funding your lifestyle, no matter the stage.

A real estate agent managing her write offs
Professions Article

15 Legitimate Tax Write-Offs for Real Estate Agents To Track

Help reduce your taxable income and learn smart tax planning strategies through real estate agent wealth management.

Football players on the field
Professions Article

6 Smart Financial Planning Tips for Retired Athletes

Strategic financial planning and the right teammates can help athletes transition smoothly to life after sports and maintain wealth.

Further Learning

Investment Management Webinar

Your Money, Your Values: Aligning Your Portfolio with Your Priorities, Goals, and Real Life

In this webinar, we explore values-based investing strategies, from ESG funds to legacy planning, tailored for women at every life stage.

Listen
Insurance Solutions 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.

Women & Wealth Article

Risk, Control, and Clarity: Smart Investing for Women

Explore how affluent women define smart investing. We offer advanced strategies for risk management, tax optimization, and legacy planning.

Work & Business Article

Strategic Exit Planning for Business Owners

Explore comprehensive exit planning strategies for business owners. Learn how to coordinate valuation, tax optimization, and succession planning to help support a smoother transition.

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
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