Mercer Advisors
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Articles

Couple discussing retirement planning with advisor.
Insurance Solutions Article

Funding LTC Insurance From Your Retirement Plan

SECURE 2.0 created qualified long-term care distributions (QLTCDs), letting retirement plan participants pay LTC insurance premiums without the 10% early withdrawal penalty.

Couple discussing retirement
Retirement Article

HSA: A Retirement Account You’re Probably Underusing

Are you underusing your health savings account? Learn how an HSA’s triple tax advantage can become one of your most powerful retirement planning tools.

Man woman discussing retirement plan
Retirement Article

Smart Strategies to Retire Early: Beyond the FIRE Movement

Learn how you could retire early with the Retire Sooner method. Discover why financial independence goes beyond the FIRE movement’s extreme frugality.

Tax Planning Article

Trump Accounts and Gift Tax: What Parents Need to Know

The IRS established a safe harbor for qualifying Trump Account contributions — but complex giving situations require careful planning.

Insurance Solutions Article

One Team, One Plan, One Vision: Integrated Insurance Planning

Discover how integrated insurance planning coordinated across your investments, taxes, and estate plan can help protect and preserve your wealth.

Family at Daughter's Graduation
Financial Planning Article

529 Plan Leftover Funds: Your Options Explained

A 529 surplus after graduation gives families more options than most people realize, including Roth IRA rollovers, estate planning, and multigenerational education savings.

Market Commentary Article

Why The New Fed Chairman Won’t Clarify the Interest Rate Outlook

Investors crave certainty about the direction of interest rates. They are unlikely to get that from new Federal Reserve Chairman Kevin Warsh.

Man monitoring assets on computer screen
Investment Management Article

Using Stock Swaps to Exercise Employee Stock Options

Learn how stock swaps (pyramiding) may offer a tax-efficient way to exercise employee stock options, manage cash flow, and optimize your equity compensation.

Estate Planning Article

Estate Planning Strategies for Your Financial Future 

Learn how estate planning integrates with tax, investment management, and financial planning to help protect your wealth, minimize taxes, and transfer assets efficiently. 

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.

Work & Business Article

Strategic Exit Planning for Business Owners

Explore comprehensive exit planning strategies for business owners. Learn how to coordinate valuation, tax optimization, and succession planning to help support a smoother transition.

Investment Management Article

Bond Investing Basics: What Every Investor Should Know

Explore our quick explanation of the bond market. Understand how bond yields, prices, and interest rates can impact your investments and comprehensive financial plan.

Market Commentary Article

When Will Passive Investors Own the Mega-IPOs?

SpaceX, Anthropic, and OpenAI are widely viewed as potential candidates for historic IPOs. Learn how these megacap companies could enter your portfolio through major market indexes.

Further Learning

Listen
Investment Management Podcast

Episode 522 – Are You a Do-It-Yourself Investor?

Discover the blind spots DIY investors miss — tax alpha, asset location, withdrawal sequencing, and concentrated positions — and how a financial plan ties it all together.

Investment Management Webinar

Your Money, Your Values: Aligning Your Portfolio with Your Priorities, Goals, and Real Life

In this webinar, we explore values-based investing strategies, from ESG funds to legacy planning, tailored for women at every life stage.

Listen
Insurance Solutions Podcast

Episode 521 – Importance of Disability Insurance

Discover why disability insurance is a critical but overlooked part of any financial plan and how to choose the right coverage for your income.

Estate Planning Guide

Estate Planning Resource Center

This resource will answer questions about the process, estate planning terms, and what we do at each stage.

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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