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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.

Financial Planning Article

How Much Money Do You Need To Work With a Wealth Manager?

Firm minimums vary widely, but a better question may be whether your financial complexity warrants professional coordination.

Financial Planning Upcoming Webinar

Women & Wealth: Navigating Life’s Financial Transitions

30 Sep 2026 | 12 p.m. ET Register Now

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Financial Planning Podcast

Episode 526 – First Years of Your Retirement: How Best to Prepare

Discover why the first years of retirement set the tone for long-term success and how to spend intentionally during your most active, healthy years.

Financial 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.

Financial Planning 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.

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.

Financial Planning 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.

Financial Planning 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.

man meeting with a financial advisor in office, shaking hands
Financial Planning Article

Questions to Ask When Choosing a Financial Advisor

Discover the essential questions to ask when choosing a financial advisor — covering fiduciary duty, compensation models, and team approach.

Financial Planning Article

Financial Planning Is a Prerequisite to Successful Investing

At Mercer Advisors, financial planning often serves as the starting point for investing decisions. It is the foundation of our evidence-based investing principles.

Financial Planning Article

Portfolio Diversification: How To Build a More Resilient Investment Strategy

Learn how a coordinated strategy may help manage risk and support your long-term goals.

Financial Planning On-Demand Webinar

Paying for College Without Overpaying: Smart Strategies for Families

Our college planning specialists share time-tested strategies to help reduce college costs, maximize financial aid, and leverage 529 plans for smarter education savings.

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Financial Planning Podcast

Episode 524 – Generational Wealth

John Walker and Jason O’Meara break down the mindsets and strategies that help families grow and preserve generational wealth across decades.

FAQs
Financial Planning FAQ

What is the Rule of 55?

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Financial Planning FAQ

What is the difference between a wealth manager and a wealth advisor?

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Financial Planning FAQ

What does a wealth manager do?

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Financial Planning FAQ

Do I need a wealth manager at $1 million?

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Financial Planning FAQ

Is wealth management worth it?

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Financial Planning FAQ

How much does it cost to work with a wealth advisor?

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Financial Planning FAQ

What is the difference between fee-only and commission-based wealth advice?

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Financial Planning FAQ

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

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Further Learning

Retirement Guide

Retirement Tax Planning: A Year-Round Guide to Help Keep More of What You’ve Built

A comprehensive retirement tax planning guide covering Roth conversions, RMDs, IRMAA, Social Security taxation, QCDs, and tax-loss harvesting strategies for retirees.

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Market Commentary Podcast

Episode 41: Making Sense of Rising Treasury Yields

David Krakauer, Vice President of Portfolio Management, examines the economic forces that have pushed long-term Treasury yields to the highest level in nearly two decades — and why investors shouldn’t be alarmed..

Women & Wealth Article

How Women Can Design a Legacy That Reflects Their Values

A legacy plan goes beyond transferring assets — it helps transfer your values. Learn how women can design financial legacies that reflect what matters most to them.

Market Commentary Article

Making Sense of Rising Treasury Yields

What investors should know about bond prices falling as long-term Treasury yields climb to a 19-year high.

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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Want to learn more about Mercer Advisors?

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