Tax Filing Is Not the Same as Tax Planning

In this webinar, we break down proactive tax planning, Roth conversions, and key changes from the One Big Beautiful Bill Act to help reduce your lifetime tax liability.

Trust & Estate Article

What Same-Sex Couples Need to Know About Estate Planning in 2024

For same-sex couples, it’s vital to have an estate plan that ensures loved ones receive your wealth and children are protected.

Financial Planning Article

Mastering Cash Flow Management for Long‑Term Wealth

What are the strategies to building wealth? Finding, increasing, and saving your cash flow.

Finance can seem complicated, but like with other things, motherly advice can help!

Family & Health Article

Valuable Money Lessons My Mom Taught Me

We asked women at Mercer Advisors about the most important money lesson they learned from their mother. Their answers are inspiring and quite insightful into the teams that support you and your financial dreams every day.

Grandfather with grandchild saving coins.

Family & Health Article

Nurturing Healthy Financial Habits in Your Kids (or Grandkids) Part I

Money management habits start young, so foster positive habits now with guidance from our financial professional parents.

4 Tax Strategies for Social Security Image

Retirement Article

4 Tax Strategies for Maximizing Social Security Benefits

A financial specialist discusses Social Security benefits calculations, tax mitigation, and other retirement-age wealth strategies.

Trust & Estate Article

Unlocking the Digital Vault – How to Safeguard Your Online Presence for Your Loved Ones

What happens to digital assets when you die? Who will have access? Learn how to take control of your digital legacy.

Retirement Article

Your Retirement Checklist for Ages 50, 60, 65, and Beyond

Whether you’re planning your retirement or already retired, this checklist can help track financial success at age 50 and beyond.

Retirement Article

Are You Medicare-Eligible and Covered by an Employer Health Plan? 2025 Changes May Impact You

You can avoid Medicare premium penalties by knowing whether your employer plan drug coverage is creditable or non-creditable.

Retirement Article

State-Mandated Retirement Plans: An Overview for Small Businesses

Complying with state-mandated retirement plans can position your business for success and help workers achieve financial goals.

A financial advisor helping their client

What Clients Ask Article

What Does a Financial Advisor Do (and Why You Might Need One)

Wondering what exactly a financial advisor does and whether you need one? Learn what they do and how to choose one.

A couple talking with their advisor about HSA funds

Insurance Solutions Article

HSAs as an Investment Tool: What To Consider During Open Enrollment

Learn how high earners can maximize tax savings in 2025 open enrollment with HDHPs, HSAs, FSAs, and smart benefit strategies.

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.

Want to learn more about Mercer Advisors?

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