Women & Wealth

Women face a unique set of financial circumstances — from navigating divorce and widowhood to managing career breaks, building long-term financial independence, and making philanthropy a meaningful part of their financial life. At Mercer Advisors, our Women & Wealth resources offer thoughtful, practical guidance designed to help women at every stage feel confident and in control of their financial futures. Explore the resources below for guides, articles, and insights from our team on the financial topics that matter most.

Women & Wealth Article

Financial Planning for Single Women Over 50

Single women over 50 face distinct retirement challenges. Learn Social Security strategies, long-term care planning, estate planning, and solo income sequencing.

Women & Wealth Article

What To Do Before and After a Major Wealth Event

A business sale, inheritance, or equity exit changes everything. Learn the steps women should take before and after a major liquidity event.

Women & Wealth Article

Risk, Control, and Clarity: Smart Investing for Women

Explore how affluent women define smart investing. We offer advanced strategies for risk management, tax optimization, and legacy planning.

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.

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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.

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 & 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.

Further Learning

Market Commentary Article

How SpaceX’s Performance Underscores Our Caution on IPO Investing

SpaceX stock has fallen sharply since its public trading debut, a reminder of why investing around the hype of IPOs can be treacherous.

Family & Health Article

Is TikTok Where Your Kids or Grandkids Get Financial Advice?

Discover why financial advice on TikTok often misses the mark for young adults and how a personalized financial plan can protect their long-term future.

Trust & Estate Article

Maryland Estate and Inheritance Tax

Maryland is the only state levying both an estate tax and inheritance tax. Understand thresholds, exemptions, and strategies to protect your estate.

Listen

Retirement Podcast

Episode 523 – Measuring the Success of Your 401(k) Plan

John Walker and Jason O’Meara of Mercer Advisors join retirement specialist Dennis Jablonski to break down the metrics that define 401(k) plan success.

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.