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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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Financial Planning Article

A Family Office for Your Family: A Wealth Tradition Within Reach

The sophisticated, time-tested family office approach used by many ultra-high-net-worth individuals to help manage their financial lives is now accessible to more families.

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Financial Planning Podcast

Episode 528 – Financial Considerations When a Baby is on the Way

A practical guide to the financial moves expectant parents should make before baby arrives, from liquidity and insurance to tax credits, 529s, and estate planning.

Financial Planning On-Demand Webinar

Women & Wealth: Navigating Life’s Financial Transitions

Women and Wealth specialists from Mercer Advisors share practical strategies for navigating life’s financial transitions, from retirement and caregiving to widowhood and divorce.

Financial Planning Article

Women and the Great Wealth Transfer: How To Be Ready

Research suggests women may inherit most of the money in the great wealth transfer — but many women feel unprepared. Here are  practical planning tips to help you get ready.

Financial Planning Article

What Is a Fiduciary Financial Advisor?

A fiduciary financial advisor is legally bound to act in your best interest. Learn what fiduciary duty means, how to verify status, and why fee-based matters.

Financial Planning Article

Before You Sell Your Home, Consider This Tax Strategy

Converting your home to a short-term rental before you sell can pair a cost segregation study with the Section 121 exclusion. Here’s how it works.

Financial Planning Article

What Comprehensive Financial Planning Can Do for You

Learn what comprehensive financial planning is and how connecting cash flow, taxes, investments, retirement, estate, and insurance can help you reach your goals.

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.

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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.

FAQs
Financial Planning FAQ

How can I get started?

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Financial Planning FAQ

How does a family office approach differ from traditional wealth management?

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Financial Planning FAQ

What is the Mercer Advisors family office approach?

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Financial Planning FAQ

What is the AMT (alternative minimum tax)?

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Financial Planning FAQ

How does charitable bunching function?

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Financial Planning FAQ

What is the difference between residency and domicile?

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Financial Planning FAQ

How do I financially prepare for divorce as an HNW spouse?

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Financial Planning FAQ

How do I integrate an inheritance into my existing financial plan?

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Further Learning

Investment Management Article

The 2026 Midterm Elections and Why Politics and Investing Still Don’t Mix

Many investors have a mistaken instinct that a shift in the balance of power on Capitol Hill will have obvious and significant impacts on one’s portfolio.

Retirement Article

Retirement Tax Planning: Your Lowest-Tax Window May Be Open
Insurance Solutions Article

Medicare Covers a Lot. It Doesn’t Cover Long-Term Care.

Medicare doesn’t cover long-term custodial care. Learn what it covers, what it doesn’t, and how self-funding, hybrid insurance, and estate planning can help you prepare for the gap.

Retirement Article

What To Handle Before Dec. 31 and What Can Wait

A year-end financial checklist sorted by whether you’re employed, retired, or taking required minimum distributions (RMDs). Plus the items that don’t have December deadlines.

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.

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