Mercer Advisors
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Building Wealth

Estate Planning Article

Building a Lasting Legacy in the Era of the Great Wealth Transfer

Learn effective inheritance planning strategies from specialists. Get guidance on tax-efficient wealth transfer, trusts, and preserving your family legacy.

man meeting with a financial advisor in office, shaking hands
What Clients Ask Article

Questions to Ask When Choosing a Financial Advisor

Looking for a financial advisor? Asking the right questions to find someone who’s going to work in your best interest is key.

An advisor working with a client on a backdoor roth IRA
Retirement Article

Making a Backdoor or Mega Backdoor Roth Contribution in 2026

If you’ve outgrown the direct Roth IRA due to income limits, consider the backdoor and mega backdoor Roth strategies.

A couple tax planning with their advisor
Tax Planning Article

Tax Filing vs. Tax Planning: Year Round Tax Planning Matters

Tax planning goes beyond filing to help improve future after tax outcomes.

A couple talking with a wealth advisor about mistakes
Financial Planning Article

The 7 Most Common Wealth Management Mistakes — and How to Avoid Them

Learn the seven most common wealth management mistakes and how a fiduciary advisor can help align investing, tax strategies, retirement income, and estate planning.

Market Commentary Article

Why Not Invest More in International Stocks: Insights From Our CIO

CIO Don Calcagni tackles the question: Should investors bet bigger on international stocks in a period of U.S. uncertainty?

People discussing federal tax brackets
Financial Planning Article

New 2026 Federal Tax Brackets: What This Means for Your Taxes

The IRS has released new federal tax brackets. Learn about tax rates, inflation adjustments, and how this could impact your returns.

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.

A couple planning retirement catch up contributions
Retirement Article

2026 Retirement Plan Contribution Limits and Catch-Up Rules

IRS announces new contribution limits for retirement and savings accounts, catch-up contributions, and Roth requirements.

A family answering financial questions
Family & Health Article

Answering Your Kids’ (or Grandkids’) Toughest Money Questions

Teach kids about money, encourage financial literacy for teens, and provide smart ways young adults can save.

A family talking with their advisor about a will vs trust
Estate Planning Article

A Trust vs. A Will: Which One Is Right For You?

Learn the key differences between a will and a living trust. Consider estate planning strategies for cost, ease, taxes, and more.

A team working on liquidity planning
Investment Management Article

Liquidity Planning After a Tender Offer

Learn smart strategies for tax planning, investment diversification, estate preparation, and avoiding potential pitfalls.

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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