Cybersecurity

From AI-powered phishing and tax scams to identity theft and crypto fraud, the cybersecurity threats to your financial life are growing more sophisticated every year. At Mercer Advisors, we share practical, plain-language guidance to help you protect your financial accounts, recognize the most common scams targeting investors, and help keep yourself and your family safer. Browse the articles below to take clear, manageable steps toward stronger financial cybersecurity.

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.

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.

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.

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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.

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.

Further Learning

Financial Planning Article

What Is a Fiduciary Financial Advisor?

A fiduciary financial advisor is legally bound to act in your best interest. Learn what fiduciary duty means, how to verify status, and why fee-based matters.

Tax Planning Article

Before You Sell Your Home, Consider This Tax Strategy

Converting your home to a short-term rental before you sell can pair a cost segregation study with the Section 121 exclusion. Here’s how it works.

Investment Management Article

Insights from Our CIO: Diversify Broadly, Both Across and Within Global Asset Classes

The economic science behind why diversifying broadly across and within global asset classes is a core investing principle at Mercer Advisors.

Financial Planning Article

What Comprehensive Financial Planning Can Do for You

Learn what comprehensive financial planning is and how connecting cash flow, taxes, investments, retirement, estate, and insurance can help you reach your goals.

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.