Financial Planning
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.
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.
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.
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.
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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.
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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.
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The Power of a Financial 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.
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.
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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.
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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?
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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?
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.
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Guide to Insurance Policies Podcast
Life insurance, umbrella policies, disability and long-term care insurance, all can be an important asset protection tool.
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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.
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Financial Goal Setting
What are your financial goals? How do you achieve them?
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Balance Sheet Basics: What Is It, Why Need It?
What are your financial goals? How do you achieve them?
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The Formulas to Achieve Economic Freedom
How you use budgeting, compounded growth, and asset allocation to grow your wealth.
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The Five Principles of Finance
What are the most important components to achieve your financial goals - not the stock market or investing.
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?