Mercer Advisors
Sharing Knowledge

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 Guide

Retirement Planning for Single Women: A Complete Guide

A practical guide to retirement planning for single women — covering Social Security, long-term care, estate planning, and an age-specific checklist.

Women & Wealth Article

Beyond Business Growth: Wealth Planning for Women Founders

Many women founders face a three-way financial pull. Learn how to help protect personal wealth, optimize taxes, and plan your business exit — all at once.

Older Woman Viewing Computer
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.

Woman at desk looking at documents
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 FAQ

What is a durable power of attorney and why do single women especially need one?

See the answer
Women & Wealth FAQ

What is the 10-year marriage rule for divorced women and Social Security?

See the answer
Women & Wealth FAQ

How do I name a beneficiary if I’m not married and have no children?

See the answer
Women & Wealth FAQ

How do I plan for long-term care if I don’t have family nearby to help?

See the answer
Women & Wealth FAQ

At what age should a single woman start meeting with a retirement planning specialist?

See the answer
Women & Wealth FAQ

Should I get long-term care insurance as a single woman?

See the answer
Women & Wealth FAQ

What Social Security claiming strategy works best for a single woman?

See the answer
Women & Wealth FAQ

How does the retirement bucket strategy work for solo retirees?

See the answer

Further Learning

Listen
Investment Management Podcast

Episode 39 – Financial Planning Is a Prerequisite to Successful Investing

Don Calcagni, Chief Investment Officer, breaks down why financial planning should be the essential first step to building, sustaining, and transferring wealth.

Listen
Investment Management Podcast

Episode 525 – Investment Philosophy vs. Strategy

Discover how your core beliefs shape investment decisions. John Walker and Jason O’Meara break down philosophy vs. strategy for long-term success.

Estate Planning Article

Illinois Estate Tax: What High-Net-Worth Families Need To Know

Illinois’ $4 million estate tax exemption, far below the $15 million federal threshold, can expose high-net-worth families to unexpected state tax bills without proactive planning.

man meeting with a financial advisor in office, shaking hands
What Clients Ask Article

Questions to Ask When Choosing a Financial Advisor

Discover the essential questions to ask when choosing a financial advisor — covering fiduciary duty, compensation models, and team approach.

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.

Explore Our Solutions

Financial Planning
Estate Planning
Tax Planning & Preparation
Insurance Solutions
Investment Management
Trustee Services

Want to learn more about Mercer Advisors?

Let’s Talk