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Cybersecurity

A woman reporting a scam
Tax Planning Article

Tax Scams to Watch in 2026

Tax scams are evolving in 2026. Learn the latest IRS tax scams to watch for and how to stay safe.

A lady looking at her financials after following social media
Financial Planning Article

The Hidden Risks of Taking Financial Advice From Social Media

Understand the real risks of getting financial advice from social media — and the importance of working with a fiduciary advisor.

A cyber security specialist working
Financial Planning Article

Think Before You Click: 2025’s Biggest Cybersecurity Scams Revealed

Learn how to protect yourself from AI-powered phishing, QR code scams, voice cloning, crypto fraud, and more.

A man learning more about AI scams
Family & Health Article

How AI Scams Target Your Financial Data

Learn how to spot scams, protect your information, and ask your financial institutions about their security practices.

image of woman with laptop and holding phone performing 2-factor authentication login
Financial Planning Article

Understanding Identity Theft Protection. Is It Right for You?

Is identity theft protection worth it? Although paid monitoring systems may catch red flags, we offer free alternative options.

Elder fraud prevention
Family & Health Article

Protecting Seniors From Fraud: Common Scams and Practical Safeguards 

Help protect the seniors in your life from being victimized by fraudsters by staying informed and following our tips.  

Financial Planning Article

14 Holiday Scams and How To Avoid Them

As the holidays approach, you may be shopping for gifts for friends and family. Know how to spot, and avoid, 14 common scams.

Family & Health Article

Bridging the Generational Gap: Money Lessons for All Ages

Generations differ in wealth-building, investing, and work-life balance. But three key lessons help bridge the generation gap.

Man reading about recent cyberattacks highlight growing data risks
Financial Planning Article

7 Ways to Shield Yourself From Cybersecurity Threats

From using multi-factor authentication and strong passphrases to avoiding public Wi-Fi, our tips will help keep you safe online.

Person reviewing Tax Returns and Other Documents
Tax Planning Article

Tax Returns and Other Documents: What To Save and What (and When) To Shred

Learn how long to keep, store, and dispose of tax documents and other important records.

Young woman looking at iPad
Financial Planning Article

Protecting Yourself from 3 Emerging Cybersecurity Challenges

New tricks to gain unauthorized access to financial information continue to surface. Here are emerging trends to watch out for.

Man in front of computer
Investment Management Article

How to Defend Against Crypto Scams

Crypto scams are on the rise. Here’s what to watch out for and how to help protect yourself from fraudulent schemes.

Simple practices to protect yourself from cyberattacks.
Financial Planning Article

4 Easy Practices to Stay Cyber-Safe

Protecting yourself from cyberthreats is not just smart, it’s empowering. Here are 4 easy steps to help keep you protected.

Further Learning

Insurance Solutions Article

One Team, One Plan, One Vision: Integrated Insurance Planning

Discover how integrated insurance planning coordinated across your investments, taxes, and estate plan can help protect and preserve your wealth.

Family at Daughter's Graduation
Financial Planning Article

529 Plan Leftover Funds: Your Options Explained

A 529 surplus after graduation gives families more options than most people realize, including Roth IRA rollovers, estate planning, and multigenerational education savings.

Market Commentary Article

Why The New Fed Chairman Won’t Clarify the Interest Rate Outlook

Investors crave certainty about the direction of interest rates. They are unlikely to get that from new Federal Reserve Chairman Kevin Warsh.

Man monitoring assets on computer screen
Investment Management Article

Using Stock Swaps to Exercise Employee Stock Options

Learn how stock swaps (pyramiding) may offer a tax-efficient way to exercise employee stock options, manage cash flow, and optimize your equity compensation.

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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