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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.

Donald Calcagni, Drew Kanaly, Doug Fabian,

Jan 27, 2021

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Article

Aligning Charitable Giving, Estate, and Tax Planning

Learn how to create a charitable giving strategy that does more for your nonprofit causes.

Mercer Advisors,

Apr 7, 2021

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Article

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.

Mari Adam,

Mar 26, 2021

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Article

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.

Kara Duckworth,

Mar 26, 2021

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Article

Planning for Career Interruptions

COVID-19 has had an outsized (mostly negative) impact on women. A financial plan can give women financial independence.

Laura Combs,

Mar 26, 2021

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Webinar

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.

Jamie Block, Susan Travis,

Mar 24, 2021

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Article

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.

Logan Baker,

Mar 23, 2021

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Article

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.

Donald Calcagni,

Mar 22, 2021

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Webinar

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.

Laura Combs,

Mar 18, 2021

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