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Women & Wealth Article

What To Do Before and After a Major Wealth Event

A business sale, inheritance, or equity exit changes everything. Learn the steps women should take before and after a major liquidity event.

Professions Article

Incentive Stock Options: From Equity to Tax Strategy for Tech Professionals

Navigate the complexities of incentive stock options (ISOs). Learn about AMT, vesting, and strategic planning to help protect and grow your established wealth.

Tax Planning Guide

A Guide To Long-Term Planning for Long-Short Portfolios

A practical guide to long-short investing, explaining how portfolios evolve, manage taxes, reduce risk, and plan smart options after diversification.

Investment Management Guide

Post-IPO Lockup Playbook: Sell Smart, Minimize Taxes, Protect Your Gains

Your IPO lockup expiration is just the beginning. With a multi-year strategy and expert advice you can turn uncertainty into lasting value.

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 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.

Listen
Market Commentary Podcast

Episode 28 – Should your 401(k) Invest in Private Equity and Crypto?

The White House released an executive order this month allowing investors to make private equity and crypto investments in their 401(k)s. Don Calcagni, chief investment officer of Mercer Advisors, joins the podcast to share what investors need to know and consider as these new options eventually become available.

Two men talking about recapitalizations
Investment Management Article

What to Know About Recapitalizations in Private Equity

Learn how recapitalizations can affect your equity compensation, taxes, and long-term wealth.

Retirement Article

Maximize Your Intel Retirement & Severance Benefits

Walk through Intel-specific benefits, planning strategies, and how to make the most of your next chapter in retirement from Intel.

high earner analyzing his finances
Retirement Article

How to Maximize Social Security Benefits: Tips for High Earners

A well-timed Social Security strategy can generate additional income while reducing taxes and growing retirement income.

Retirement Article

High Earners: Maximize Your Retirement Savings

From backdoor Roth IRA conversions to after-tax 401(k) plan contributions, learn how to help maximize retirement savings.

FAQs
Work & Business FAQ

What happens to my stock options if I quit or get fired?

See the answer
Women & Wealth FAQ

What is the difference between a donor-advised fund and a charitable remainder trust?

See the answer
Women & Wealth FAQ

How do I rebuild my financial identity after my wealth source changes suddenly?

See the answer
Women & Wealth FAQ

What is QSBS and how can it reduce capital gains on a business sale?

See the answer
Women & Wealth FAQ

Should I set up a trust before or after a wealth event?

See the answer
Women & Wealth FAQ

How soon should I invest the proceeds from a business sale or inheritance?

See the answer
Women & Wealth FAQ

What financial mistakes do women often make after a wealth event?

See the answer
Women & Wealth FAQ

How do I avoid overpaying taxes after a major liquidity event?

See the answer

Further Learning

Retirement Article

Medigap vs. Medicare Advantage: Your 2026 Medicare Options

Understand your 2026 Medicare choices, and compare Medigap and Medicare Advantage on cost, coverage, networks, and enrollment to make an informed decision.

Retirement Article

Connecting the Dots on Your Retirement Plan

Learn how a structured three-part approach to retirement income planning can help you protect the wealth you’ve built and achieve financial independence.

Financial Planning Guide

The Inheritance and Sudden Wealth Playbook: First 90 Days + 12 Months

When you inherit a significant amount of wealth, the decisions you make in the first year can define outcomes for decades. Here’s your step-by-step playbook.

Retirement Article

How SECURE 2.0 Is Reshaping Your Retirement Savings Options

The SECURE 2.0 Act of 2022 introduced significant updates to retirement savings rules — automatic enrollment, emergency savings accounts, and enhanced catch-up contribution limits — that can meaningfully change how you plan for the future.

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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