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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 On-Demand Webinar

Women & Wealth: Navigating Life’s Financial Transitions

Women and Wealth specialists from Mercer Advisors share practical strategies for navigating life’s financial transitions, from retirement and caregiving to widowhood and divorce.

Women & Wealth Article

Women and the Great Wealth Transfer: How To Be Ready

Research suggests women may inherit most of the money in the great wealth transfer — but many women feel unprepared. Here are  practical planning tips to help you get ready.

Women & Wealth Article

How Women Can Design a Legacy That Reflects Their Values

A legacy plan goes beyond transferring assets — it helps transfer your values. Learn how women can design financial legacies that reflect what matters most to them.

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 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.

FAQs
Women & Wealth FAQ

How do I integrate an inheritance into my existing financial plan?

See the answer
Women & Wealth FAQ

What is a step-up in cost basis and why does it matter for inherited investments?

See the answer
Women & Wealth FAQ

What questions should I ask a wealth advisor about inherited wealth?

See the answer
Women & Wealth FAQ

How do I talk to my aging parents about their estate plan?

See the answer
Women & Wealth FAQ

What is the inherited IRA 10-year rule and how does it affect my taxes?

See the answer
Women & Wealth FAQ

What should I do in the first 90 days after inheriting money?

See the answer
Women & Wealth FAQ

What is the great wealth transfer and how does it affect women?

See the answer
Women & Wealth FAQ

What is a charitable remainder trust, and how does it benefit my estate?

See the answer

Further Learning

Trustee Services On-Demand Webinar

Navigating Medicare: Your 2027 Open Enrollment Playbook

Mercer Advisors Colin Day and Chapter’s Ari Parker break down Medicare’s 2027 updates, enrollment steps, and key decisions for retirees.

Family having conversation wiht advisor.
Financial Planning Article

A Family Office for Your Family: A Wealth Tradition Within Reach

The sophisticated, time-tested family office approach used by many ultra-high-net-worth individuals to help manage their financial lives is now accessible to more families.

Listen
Family & Health Podcast

Episode 528 – Financial Considerations When a Baby is on the Way

A practical guide to the financial moves expectant parents should make before baby arrives, from liquidity and insurance to tax credits, 529s, and estate planning.

Investment Management Article

The 2026 Midterm Elections and Why Politics and Investing Still Don’t Mix

Many investors have a mistaken instinct that a shift in the balance of power on Capitol Hill will have obvious and significant impacts on one’s portfolio.

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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