Mercer Advisors
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Charitable Giving

Investment Management Article

What a Stock Split Means for Your Portfolio

Explore how a stock split affects your portfolio and learn comprehensive strategies for managing concentrated positions, tax exposure, and charitable giving.

Tax Planning Article

IRMAA vs. Social Security Tax: What’s the Difference?

Discover the difference between IRMAA and Social Security tax. Learn strategies to help manage your Medicare premiums and optimize your retirement income.

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.

Estate Planning Webinar

Give Smart. Gain Impact. Philanthropy Made Practical and Tax-Savvy

Explore how women define purposeful philanthropy, clarify giving values, and use tax-smart strategies to maximize impact during life and beyond.

Women discussing philanthropy
Women & Wealth Article

Strategic Giving: How Women Are Redefining Philanthropy

Women are reshaping philanthropy with intentional, strategic giving that aligns values, financial planning, and long‑term impact.

Maximize Your Giving Impact and Tax Benefits with Donor-Advised Funds Image
Estate Planning Article

Help Maximize Your Giving Impact and Tax Benefits in 2026 with Donor-Advised Funds

Increase your philanthropic power with a donor-advised fund. Learn more about this simple, tax-efficient investment option.

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Financial Planning Podcast

Episode 511 – Donations to Charity and Your Tax Planning

Explore how the new tax landscape affects charitable giving. Learn strategies to maximize your donations and tax benefits with insights from Mercer Advisors.

An older couple talking about qualified charitable distributions
Tax Planning Article

What Is a Qualified Charitable Distribution (QCD)?

Learn why a QCD is a powerful tax strategy for retirees. Discover rules, limits, and benefits for charitable giving.

Tax Planning Webinar

New Tax Laws & Year-End Strategies

An overview of new tax laws and practical year‑end strategies, including charitable giving, Roth conversions, portfolio taxes, and estate planning considerations.

A woman making donations to maximize her charitable tax deduction
Tax Planning Article

Last Chance to Maximize Your Charitable Tax Deduction Benefits Before New 2026 Limitations

Our latest article explains how to take advantage of today’s full deduction value and flexibility, help maximize tax savings, and prepare for the new giving landscape in 2026.

A mother and daughter exchanging gifts
Tax Planning Article

Smart Holiday Gifting: OBBBA 2025 Tax Benefits Explained

Explore how holiday gifting in 2025 can help with family wealth transfer, charitable giving, and estate planning.

A couple planning their giving and tax strategy
Tax Planning Article

How Much Can You Give in 2025 Without Paying Gift Tax?

In 2025, you can give up to $19K tax-free per person. Learn how gift tax exclusion works and what it means for estate and tax planning.

Tax Planning Webinar

OBBBA and Your Tax Strategies

This webinar breaks down the new tax law, highlighting planning strategies around rates, deductions, charitable giving, estate planning, and new opportunities for individuals and families.

Further Learning

Estate Planning Article

Inheritance Planning Strategies for Your Wealth

Learn effective inheritance planning strategies. Get experienced guidance on estate taxes, wealth transfer, and comprehensive financial planning.

Professions Article

Delta Pilots: 7 Retirement Decisions to Consider

An overview of Delta pilot pension elections, Delta pilot 401(k) strategy, NQDC planning, Social Security timing, insurance gaps, and estate documents for pilots nearing retirement.

Retirement Article

Prepare Today To Help Avoid Working in Retirement Tomorrow

Learn how to overcome the fear of working in retirement. Explore strategies for income stability, healthcare costs, and debt management with Mercer Advisors.

Tax Planning Webinar

Tax Filing Is Not the Same as Tax Planning

In this webinar, we break down proactive tax planning, Roth conversions, and key changes from the One Big Beautiful Bill Act to help reduce your lifetime tax liability.

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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