Financial Planning

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.

Recognizing the emotional triggers about money can give us the capacity to change our money management behavior.

Use this podcast guide to help you find an advisor who’s bound by the fiduciary standard, putting your interests first.

The start of a new year is a great time to define a vision and set concrete goals for your financial future.

As you assess your personal finances, learn five action steps you need to take to achieve your financial goals.

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.

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.

Bull and bear markets are common occurrences. Learn how market corrections work and how investors can react during down market cycles.

Tax laws enacted at the start of 2018 can mean significant changes to your wealth and estate planning strategies.

Do you know there are 7 keys to wealth management that can help you create the financial life you desire?

Find a step-by-step plan for how to become a true goal setter and how to apply goal setting to your financial planning.

Life insurance, umbrella policies, disability and long-term care insurance, all can be an important asset protection tool.

How do you determine how much to spend? Create a budget with our spending plan worksheet to help you answer the question.

What are your financial goals? How do you achieve them?

What are your financial goals? How do you achieve them?

How you use budgeting, compounded growth, and asset allocation to grow your wealth.

What are the most important components to achieve your financial goals - not the stock market or investing.

At Mercer Advisors, we talk a lot about financial goals. How can you achieve them through comprehensive wealth management?