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Women & Wealth

Women & Wealth Article

5 Smart Tax Tips for Widows

Explore five smart tax tips for widows — filing status, inherited assets, capital gains, and RMDs — with guidance to help secure your financial future.

Women & Wealth Guide

A Guide for Widows and Widowers: Your Financial Care Package

A care package to help empower you to embrace your future, while honoring your loved one’s legacy.

Women & Wealth Guide

Divorced, Not Derailed: Your Roadmap to Economic Freedom™

Learn how a financial advisor can advocate for your financial future and relieve the burden of stress related to your divorce.

Women & Wealth Article

Financial Independence for Women: A Long-Term Plan

A Women & Wealth outline to financial independence, covering planning, investing, retirement, tax, and estate strategies to build confidence at every stage of life. 

Two woman business owners planning
Women & Wealth Article

Exit Planning for Women Business Owners

Guidance for women business owners approaching a sale — covering exit strategy, tax planning, succession, and life after a liquidity event.

Women & Wealth Webinar

Give Smart. Gain Impact. Philanthropy Made Practical and Tax-Savvy

Explore how women define purposeful philanthropy, clarify giving values, and use tax-smart strategies to maximize impact during life and beyond.

Women discussing philanthropy
Women & Wealth Article

Strategic Giving: How Women Are Redefining Philanthropy

Women are reshaping philanthropy with intentional, strategic giving that aligns values, financial planning, and long‑term impact.

Women & Wealth Article

10 Estate Planning FAQs for Divorcees

Discover how divorce influences estate and tax planning with guidance and answers to commonly asked questions tailored for those navigating the complexities of marital separation.

woman holding divorce paperwork while speaking to a financial advisor in office
Women & Wealth Article

Financial Considerations for Women Navigating Divorce

Divorcing women can sometimes overlook the financial impact of divorce. Find out how you can achieve financial independence.

Women & Wealth Webinar

Mercer Advisors Women Talk Money: 2025 Insights

Listen and watch as we provide key insights that women should consider for 2025.

two female business professionals walking and talking
Women & Wealth Article

Financial Tips for Women From Women: Helping You Succeed

Learn tips from female wealth advisors who have your best interest at heart for how you can build wealth and financial confidence.

female business professional smiling with her arms folded
Women & Wealth Article

Overcoming Challenges Faced by Female Breadwinners

Being a female breadwinner is easier if you have a solid financial plan. Find out why it’s important to your emotional health as well.

Women & Wealth Article

Strategies for Women Who Take a Career Break 

Navigate the challenges of managing long-term financial security while taking extended maternity leave or caregiving leave. 

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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