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Women & Wealth Guide

An Essentials Checklist for the Recently Widowed

This comprehensive checklist guides recently widowed individuals through immediate and long-term financial steps, from claiming benefits to updating estate plans.

Couple discussing good debt vs. bad debt
Financial Planning Article

Good Debt vs. Bad Debt: Which Kind Do You Have?

Distinguish good from bad debt, learn how to develop repayment plans, and uncover strategies to help achieve financial success.

Women thinking about Financial advice for suddenly single women
Women & Wealth Article

Financial Advice for Suddenly Single Women: How to Feel Empowered

Take steps to understand your finances and feel empowered if you are, or could become, a single woman through death or divorce.

The Value of a Financial Partner
Women & Wealth Article

The Value of a Financial Partner for Women Who Want to Build Wealth

It’s never too late to take control of your financial future. Married, single, divorced, or widowed? You can feel empowered to act.

Answers to 5 Common 529 Plan Questions Every Parent Should Know
Financial Planning Article

Answers to 5 Common 529 Plan Questions Every Parent Should Know

Discover how to optimize your 529 college savings plan with answers to key questions and strategies for maximizing educational funds, including insights on rollovers, international study programs, superfunding, account succession, and utilizing surplus funds wisely.

Women & Wealth Article

Smart Wealth Planning for Women at Every Age and Stage

When women have a financial plan, they can succeed at independence, wealth, and retirement goals with life-stage strategies.

Young woman with braids
Women & Wealth Article

Women and Divorce: 6 Unpleasant Financial Surprises

6 essentials to consider before filing for divorce, compiled for women by a female wealth advisor.

Senior woman reading a book
Women & Wealth Article

Gray Divorce: Two Ways Women in Transition Can Survive and Thrive Financially

Two ways senior women navigating divorce can survive and thrive financially.

Retirement Article

Maximizing Social Security Benefits After Divorce or Loss of Spouse

Divorced spouses and widows may qualify for Social Security benefits based on a former or deceased spouse’s earnings record. Discover strategies to maximize retirement income in 2026.

Young woman looking out of her window
Tax Planning Article

5 Smart Tax Tips for Widows

When suffering the loss of a spouse, there are several key questions you should ask your wealth advisor.

Two women speaking to each other
Women & Wealth Article

4 Money Management Tips for Transitional Times

A female wealth advisor provides a beginner’s guide to finances for recently bereaved or divorced women.

Divorce women developing a financial plan
Women & Wealth Article

Women and Divorce: Develop a Financial Strategy for Your Future

Discover how women can survive divorce and thrive financially, aided by a wealth advisor, financial strategy, and team of professionals.

Financial Wisdom for Next Generation Image
Family & Health Article

Financial Wisdom for the Next Generation: 5 Life Lessons from Grandparents

5 financial life lessons for grandparents to share: saving, philanthropy, delayed gratification, debt management, investing.

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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