Financial Planning

Learn how to meet your long-term financial objectives with insights on holistic financial planning that incorporate goal analysis, risk management, asset allocation, life stage, and much more.

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  • Financial Planning
  • Investing
  • Retirement
  • Taxes
  • Trust and Estate Plan
  • Women and Wealth
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Article

The Benefits of Charitable Giving

Philanthropy serves a critical need for social causes and can provide numerous benefits for the giver.

Melanie Guhit

Melanie Guhit,

May 21, 2019

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Article

Using Donor-Advised Funds to Give with Intention

Donor-advised funds can help you shift your charitable giving to be more intentional and purposeful.

Jennifer Baick

Jennifer Baick,

May 21, 2019

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Article

529 vs Coverdell: Saving for College

It's no secret the costs of attending college are rising. Here are some ways you can start planning for college.

Dane Sauer, CFP®

Dane Sauer, CFP®,

May 21, 2019

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Podcast

Episode 45: The Dumb Things Smart People Do With their Money

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

Doug Fabian

Doug Fabian,

Jun 3, 2019

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Article

Using Your Capital Gains for Good

Uncover hidden financial planning opportunities with philanthropy.

Jennifer Baick

Jennifer Baick,

May 21, 2019

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Podcast

Episode 44: A User’s Guide to Financial Advice

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

Doug FabianMatt Cook

Doug Fabian, Matt Cook,

May 31, 2019

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Article

The Power of Your Financial Plan

A written financial plan can improve your chances of achieving your goals.

Laura Combs

Laura Combs,

Mar 1, 2019

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Article

Asset Manager or Wealth Manager: Is There a Difference?

The answer is yes. Find out which one can help you with your comprehensive wealth management needs.

Dane Sauer, CFP®

Dane Sauer, CFP®,

Feb 19, 2019

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Podcast

Episode 42: Time to Reset 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.

Doug Fabian

Doug Fabian,

Jan 11, 2019

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Podcast

Episode 40: How to Prepare for a Successful 2019

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

Doug Fabian

Doug Fabian,

Dec 17, 2018

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Podcast

Episode 34: How to Fund College without Going Broke

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.

Doug Fabian

Doug Fabian,

Oct 19, 2018

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Podcast

Episode 33: The Power of the Plan

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.

Doug Fabian

Doug Fabian,

Oct 11, 2018

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Podcast

Episode 32: Why Cash Flow Matters

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

Doug Fabian

Doug Fabian,

Sep 27, 2018

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Podcast

Episode 26: 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.

Doug Fabian

Doug Fabian,

Aug 2, 2018

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Podcast

Episode 24: What You MUST Know About Social Security and Medicare

What do you need to know about Social Security and Medicare and when you should elect to receive these benefits?

Doug Fabian

Doug Fabian,

Jun 25, 2018

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Podcast

Episode 21: The Keys to Wealth Management

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

Doug Fabian

Doug Fabian,

May 31, 2018

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Podcast

Episode 12: 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.

Doug Fabian

Doug Fabian,

Apr 22, 2018

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Podcast

Episode 11: Insurance Policies and What You Need to Know

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

Doug Fabian

Doug Fabian,

Apr 12, 2018

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Podcast

Episode 6: To Spend or Not to Spend

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

Doug Fabian

Doug Fabian,

Jan 7, 2018

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Podcast

Episode 5: Know Where You Stand, so You Can See Where You’re Going

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

Doug Fabian

Doug Fabian,

Nov 17, 2017

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Podcast

Episode 4: The Answer Will Define Your Goals

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

Doug Fabian

Doug Fabian,

Nov 17, 2017

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Podcast

Episode 3: The Science Behind It

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

Doug Fabian

Doug Fabian,

Nov 14, 2017

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Podcast

Episode 2: Unveiling the Real Aspects

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

Doug Fabian

Doug Fabian,

Nov 14, 2017

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Podcast

Episode 1: What’s It All About?

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

Doug Fabian

Doug Fabian,

Nov 7, 2017

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Article

5 Questions You Need to Ask Right Now About Your Finances

These 5 questions can help you formulate a financial plan so that you can achieve your goals.

Doug Fabian

Doug Fabian,

Nov 13, 2017

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Article

How to Get Started on Your Path to Economic Freedom

Comprehensive wealth management is key to achieving your financial goals.

Doug Fabian

Doug Fabian,

Nov 10, 2017

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