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Financial Planning Guide

Why Every Family Needs A Financial Plan: A Friendly Guide to Feeling More Confident About Your Money

An easy‑to‑follow guide that explains the core pieces of a financial plan and helps families feel more confident, prepared, and in control of their money.

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Retirement Podcast

Episode 518 – You Can’t Take It with You: Living for Tomorrow and Today

John Walker and Jason O’Meara explore the Die with Zero philosophy, helping you balance saving for tomorrow with living fully today through intentional financial planning.

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.

A family having a financial summit
Financial Planning Article

Do You Need a Family Financial Summit?

Discover why a family financial summit can help improve communication, reduce stress, and align money goals.

Family & Health Guide

A Practical Guide to Higher Education: College Selection and Affordability

Smart strategies for college planning, from applications to savings and financial aid tips for families.

A student walking through campus
Financial Planning Article

How the One Big Beautiful Bill Act Changes Student Loans and Forgiveness

OBBBA reshapes student loans: New repayment plans, borrowing limits, and key deadlines explained.

Family & Health Webinar

Raising Financially Savvy Kids: Tips for Every Age Webinar

Whether you’re a parent, grandparent, or guardian, this webinar is designed to help you navigate the often tricky conversations about money with your children or grandchildren.

business professional packing his things in office after getting laid off
Financial Planning Article

Navigating a Layoff With Clarity and Confidence

If you’re facing a layoff, the right guidance and financial strategy can help you face the future with confidence and clarity.

Father and son sitting together looking at financial information on mobile devices
Financial Planning Article

Money Lessons We Didn’t Learn From Our Parents

Younger generations want money lessons from their parents to achieve financial independence. Learn how and why to teach them.

a couple standing at the altar during their wedding
Financial Planning Article

Are You Prepared for the Financial Commitment of a Wedding?

Planning a wedding for yourself or your child? Find out how to budget wisely so everyone can enjoy the big day without money worries.

Is a family vacation worth the cost?
Family & Health Article

Is It Worth Buying an Expensive Trip for My Family? 

A big family trip can be worth the investment emotionally, but is it practical financially? Here are 5 considerations. 

Person talking about retirement quizes
Retirement Article

How Strong Is Your Retirement Plan? Take Our Retirement Readiness Quiz 

Planning for retirement is one of your most important financial steps. How prepared are you? Take our retirement quiz and find out.    

Financial Planning Article

Handling Home Expenses After a Fire 

Find out whether you need to pay your mortgage or rent and household utilities, as well as information about government aid and temporary housing.

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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Financial Planning
Estate Planning
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Investment Management
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Want to learn more about Mercer Advisors?

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