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Cash Flow Management

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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Financial Planning Podcast

Episode 517 – 7 Common Wealth Management Mistakes to Avoid

John Walker and Jason O’Meara discuss the most common wealth management mistakes and how a coordinated financial plan can help you avoid them.

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.

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Family & Health Podcast

Episode 516 – What Does it Take to Feel Financially Secure?

John Walker and Jason O’Meara discuss why millionaires still feel financially insecure and share actionable steps to build real financial confidence.

A family talking about lifecare contracts
Financial Planning Article

LifeCare Contracts: Time, Cost, and Long Term Care

Learn how LifeCare CCRC contracts work, why time horizon matters, and how refundable vs declining fees shape long-term cost.

A family making a financial plan
Financial Planning Article

Why Every Family Can Benefit from a Financial Plan

Learn what’s in a family financial plan, benefits of a financial plan, and why financial planning is valuable for life changes. The components of a financial plan can move you toward your goals.

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Financial Planning Podcast

Episode 513 – Planning Moves Pre-Retirees Should Know

Learn about the often-overlooked financial planning opportunities that become available at age 59½, including Roth conversions and healthcare strategies.

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.

Financial Planning Article

CD Ladder vs. Treasury Ladder: Choosing a Smart Cash Strategy

Discover the benefits of Treasury ladders and money markets in terms of yield, tax efficiency, and liquidity compared to CD ladders. Learn smarter cash strategies for your portfolio.

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Financial Planning Podcast

Episode 507 – The Risk You Want vs. The Risk You Need

Explore the tension between the investment risk you want and the risk you actually need to achieve your long-term financial goals.

A couple discussing their Roth catch up contributions
Retirement Article

Catch-up Contributions Are Changing: What Roth Rules Mean for Your Retirement

New Roth rule affects catch-up contributions for high earners starting in 2026

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.

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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