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Wealth Management Insights & Financial Tips

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Article

Investing and Politics – Are They Connected?

Last week’s midterm election reminds us why investing and politics don’t go hand in hand.

Donald Calcagni,

Nov 17, 2022

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Webinar

Medicare Made Simple

Mercer Advisors has partnered with Chapter, a leading tech-driven Medicare advisor, to better guide our clients aged 64 and older in optimizing their coverage.

Josh DeForest, Laura Combs,

Nov 11, 2022

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Article

23 Books for Your 2023 Book Collection

Mercer Advisors execs and finance pros share their favorite 23 books for ‘23

Mercer Advisors,

Nov 8, 2022

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Article

7 Ways Women Can Dominate Finances

Top financial planner Nicole Mosley shares seven finance tips for women.

Nicole Mosley,

Nov 7, 2022

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Article

Giving Thanks this Holiday Season

While acts of giving, generosity, and kindness can be emotionally rewarding for both the donor and the recipient, timely charitable contributions can have tax benefits too.

Judith McGee,

Nov 4, 2022

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Video

Market Update – November 3, 2022

Donald Calcagni,

Nov 3, 2022

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Article

Understanding Advisor Fees

Financial advisors charge for their services in a variety of ways. Make sure you understand what you’ll pay in each type of asset management fee structure.

Mercer Advisors,

Nov 2, 2022

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Article

Estate Planning for High-Net-Worth

Planning can help avoid probate and minimize the impact of estate tax, both state and federal, so that loved ones receive more of a hard-earned estate.

Jasna Veledar,

Nov 2, 2022

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Article

Defining High-Net-Worth

What should high-net-worth investors seek in a wealth advisor?

Mercer Advisors,

Nov 2, 2022

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