Wealth Management Insights & Financial Tips
Get wealth management tips on financial planning, investment strategies, estate and tax planning through articles, podcasts, videos, and webinars.
Mercer Advisors Capital Markets Update and Outlook: January 2021
Our panel provides an outlook on 2021, market valuations and earnings.
Aligning Charitable Giving, Estate, and Tax Planning
Learn how to create a charitable giving strategy that does more for your nonprofit causes.
5 Steps to Take Back Control After COVID-19
COVID-19 has changed how many women think about money. Use these 5 steps to take back control of your money.
Help! I’m Afraid to Retire, Even Though I Can Afford to
Actually retiring may be the hardest part about retirement. It’s not unusual to get cold feet. But you don’t want to work forever either, so what do you do? Here are some coping tips to get you over the hump.
Planning for Career Interruptions
COVID-19 has had an outsized (mostly negative) impact on women. A financial plan can give women financial independence.
How Your Wealth Plan and Tax Strategy May be Impacted by the New Administration
Hear about recent and proposed tax law changes and why they are particularly relevant for women as part of our special webinar series for women.
What You Need to Know About Inheritance Tax
When a loved one passes away and leaves assets to beneficiaries, those assets may be subject to an inheritance tax, depending on the location of the deceased and their relationship to the inheritor.
The American Rescue Plan Act: Inflationary largesse or just what the doctor ordered?
While the $1.9 trillion American Rescue Plan Act might fuel inflationary pressures, it just might be the medicine we need to put the pandemic behind us.
Women, Wealth and Nutrition: Keeping it all in Balance
Ready to de-stress emotionally and financially? Learn some wealth-life balance tips in our women’s wealth and nutrition webinar.