Mercer Advisors
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Creative Professionals

Creative professionals face financial challenges that traditional planning often overlooks — irregular income, multi-state tax filings, valuable intellectual property, and the unique need to build stability and long-term wealth outside of a corporate benefits structure. At Mercer Advisors, we offer creative professionals a practical path forward, covering everything from tax deductions and estate planning to income stabilization and integrating art or other unique assets into a comprehensive wealth plan. Browse the resources below for guidance designed specifically for the creative professional’s financial life.

Two creative professionals talking about tax deductions
Professions Article

Tax Deductions Every Creative Professional Should Know

Help maximize tax savings with this guide to deductions, including home office rules, equipment write-offs, and travel expenses.

A creative working a job
Professions Article

Why Creatives Need Estate Planning: Tips for Protecting Your Assets

Explore smart strategies like trusts, asset protection, and tax-saving tools to secure your financial future.

Creative professional working together
Professions Article

Tax Planning for Creative Professionals: Simplifying Tax Complexities

Learn how to manage irregular income, deductions, and multi-state filings with smart planning and professional guidance.

Professions Article

Creative Professionals: Building Income Stability and Wealth

A general guide for creating a steady income, preserving wealth, and funding your lifestyle, no matter the stage.

Investment Management Guide

Investing in Fine Art: A Guide on Risks, Returns, and How to Integrate Your Collection into Your Wealth Plan

Explore art as an asset: risks, returns, and strategies for integrating it into your wealth plan.

Further Learning

Financial Planning Article

Expecting a Baby? What To Know Now

New parents can build a stronger financial foundation with Trump Accounts, 529 plans, insurance, adoption credits, and estate planning basics.

Listen
Investment Management Podcast

Episode 37 – Navigating the Mega-IPOs

Mercer Advisors CIO Don Calcagni explains why most investors should resist IPO hype, stay diversified, and let index inclusion work for them over time.

Older Woman Viewing Computer
Women & Wealth Article

Financial Planning for Single Women Over 50

Single women over 50 face distinct retirement challenges. Learn Social Security strategies, long-term care planning, estate planning, and solo income sequencing.

Market Commentary Article

How SpaceX’s Performance Underscores Our Caution on IPO Investing

SpaceX stock has fallen sharply since its public trading debut, a reminder of why investing around the hype of IPOs can be treacherous.

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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