Mercer Advisors
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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 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.

Older couple meeting with advisor.
Financial Planning Article

RMD Rules for Retirement Accounts: What You Need To Know

Learn how RMDs work — from start ages and calculation methods to Roth account rules, inherited IRA requirements, and tax-smart planning strategies.

Financial Planning Article

Trump Accounts and Gift Tax: What Parents Need to Know

The IRS established a safe harbor for qualifying Trump Account contributions — but complex giving situations require careful planning.

Financial Planning Article

One Team, One Plan, One Vision: Integrated Insurance Planning

Discover how integrated insurance planning coordinated across your investments, taxes, and estate plan can help protect and preserve your wealth.

Family at Daughter's Graduation
Financial Planning 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.

Financial Planning Article

Why One Team Can Simplify Your Financial Life

Mercer Advisors brings wealth planning, investment management, taxes, estate, and retirement under one coordinated team for integrated and aligned financial outcomes.

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Financial Planning Podcast

Episode 520 – Inflation and Your Retirement Plan

John Walker and Jason O’Meara discuss how inflation can impact the purchasing power of your retirement savings and share strategies to help protect your wealth.

Financial Planning Article

Prepare Today To Help Avoid Working in Retirement Tomorrow

Learn how to overcome the fear of working in retirement. Explore strategies for income stability, healthcare costs, and debt management with Mercer Advisors.

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

Questions to Ask When Choosing a Financial Advisor

Looking for a financial advisor? Asking the right questions to find someone who’s going to work in your best interest is key.

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Financial Planning 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.

Financial Planning Article

Estate Planning for Widows and Widowers: Strategies for Protecting Your Wealth

Navigate the complexities of widowhood with our comprehensive guide to estate planning. Explore wealth strategies for taxes, trusts, and legacy protection.

Financial Planning Article

Why Getting the First Years Right May Matter Most

Retirement planning should account for more than life expectancy. Learn how to align retirement spending, lifestyle goals, and income strategy with your healthiest and most active years.

Rider on Horse Jumping
Financial Planning Guide

Investing in Horses: Risks, Returns, and How to Integrate Equine Assets Into Your Wealth Plan

A practical guide to investing in horses, including risks, costs, liquidity, and how equine assets fit into a long-term wealth plan.

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.

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.

Estate Planning Article

Estate Planning for Blended Families: Key Considerations

From qualified terminable interest property (QTIP) trusts to beneficiary designations, discover how a comprehensive estate plan can honor every relationship in your blended family.

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?

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