Mercer Advisors

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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.

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.

Family who have thought about adoption tax credits
Family & Health Article

The Essential Guide To Adoption Tax Credits in 2025

Are you considering adoption? Discover the two key tax breaks that can help offset the costs while reducing the amount of tax owed.

tax documents, pen and calculator on table with laptop
Tax Planning Article

Understanding Potential Income, Estate, and Gift Tax Changes Under the Trump Administration

While no formal legislation has been enacted, tax and estate policy changes are gaining traction. Here’s what you need to know.

Older gentleman talking with doctor
Retirement Article

Navigating Financial and Emotional Surprises in Retirement

From Social Security and Medicare to budgeting and understanding RMDs, our article helps you plan for surprises in retirement.

A financial advisor working with a client on their social security benefits
Retirement Article

Will My Social Security Benefits Be Taxed?

Income thresholds, IRA withdrawals, and work limits can reduce Social Security tax liability and maximize retirement income.

A couple talking with their advisor about portability
Trust & Estate Article

How Portability Can Help Maximize Your Gift and Estate Tax Exemptions

Portability enables a surviving spouse to utilize a deceased spouse’s unused estate tax exemption. Understand how it works.

A real estate agent managing her write offs
Tax Planning Article

15 Legitimate Tax Write-Offs for Real Estate Agents To Track

Help reduce your taxable income and learn smart tax planning strategies through real estate agent wealth management.

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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