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Retirement Article

Secure 2.0 Act Tax Catch-up and 529 Plan Provisions

Our brief guide to SECURE 2.0 Act updates for 401(k), 403(b), Roth IRA, and 529 plans.

high-net-worth family
What Clients Ask Article

Why High-Net-Worth Individuals Need Specialized Wealth Advisors

High-net-worth individuals and households often need more sophisticated and tailored wealth management expertise.

Tax Planning Article

6 Year-End Tax Planning Strategies To Help Save On Taxes for 2024

It isn’t too late to employ tax tips now that can help with minimizing the tax implications you could feel next year and beyond.

A woman reporting a scam
Tax Planning Article

Tax Scams to Watch in 2026

Tax scams are evolving in 2026. Learn the latest IRS tax scams to watch for and how to stay safe.

Senior man with glasses talking with a woman
Tax Planning Article

Maximize Your Estate or Trust’s Tax Efficiency with the 65-Day Rule

Learn how the 65-Day Rule can help you reduce your estate or trust tax liability. Talk with a Mercer Advisors specialist.

Considerations When Winding Down Your Business
Tax Planning Article

From Closure to Succession: Considerations When Winding Down Your Business

Opening a business is often the idea, but closing one has its own complexities. Here are key considerations to help navigate the process.

How to Find the Best Entity for Your Business
Tax Planning Article

How to Find the Best Entity for Your Business

Finding the right entity for a business can take some time to evaluate the pros and cons of different structures.

Potential Tax Policy Implications of the November Presidential Election Image
Tax Planning Article

Potential Tax Policy Implications of the November Presidential Election

Find out which taxes on individuals, families, and companies may be impacted by the 2024 presidential election’s outcome.

Couple thinking about relocating in retirement
Retirement Article

Relocation in Retirement: Key Considerations Before Making a Move

Retiring to a warmer climate or closer to family? Before you move, evaluate these financial, practical, and emotional factors.

Couple getting guidance on handling financial issues when a parent passes away
Financial Planning Article

Financial Items to Consider When a Parent Passes Away

It can be difficult to know what to do when a parent dies. Here is some guidance on handling financial issues that may get overlooked. 

Family Discussing Gift Giving to Your Loved Ones During Your Lifetime
Tax Planning Article

Benefits of Gift Giving to Your Loved Ones During Your Lifetime 

Experience the joy of gifting while living and the tax benefits that may come with it. Learn how you can gift your wealth tax-free.

People discussing tax benefits for veterans
Retirement Article

Tax Benefits for Veterans and Military Retirees 

Retired military service members may be eligible for tax benefits offered by the federal government and some states. 

People looking at capital gains on a computer
Tax Planning Article

Capital Gains Tax Basics: Rules, Rates, and Tax‑Saving Strategies

Learn the difference in long‑term and short‑term rates, state tax considerations, and more to help with tax planning and saving.

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.

Explore Our Solutions

Financial Planning
Estate Planning
Tax Planning & Preparation
Insurance Solutions
Investment Management
Trustee Services

Want to learn more about Mercer Advisors?

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