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Disability

A man working on disability insurance
Insurance Solutions Article

Why Disability Insurance Remains Essential in 2026

Disability insurance protects your earning power, safeguards savings, and helps prevent retirement plan disruption during illness or injury.

Family & Health Article

Retirement Trusts for Beneficiaries with Special Needs

An overview of how retirement assets can support special needs trust planning, preserve government benefits, and provide long-term financial support for families.

Two women discussing how to use leftover funds in a 529
Financial Planning Article

Beyond Tuition: How to Repurpose Unused 529 Plan Savings

Extra 529 plan funds are flexible, with options for education, family beneficiaries, Roth IRA rollovers, ABLE accounts, or strategic withdrawals.

A woman reviewing her insurance coverage
Insurance Solutions Article

Are You Underinsured? Strengthen Your Coverage Before the New Year

The end of the year is a great time to identify gaps in your auto, home, and life insurance. Start the new year financially protected.

couple sitting down at table with computer, looking at insurance and financial documents
Financial Planning Article

The Importance of Insurance Protection in Financial Planning

It’s crucial to have a strategic approach to help optimize your financial resources as well as protect you and your family from seen and unseen risks.

ABLE account
Estate Planning Article

ABLE Accounts vs. Special Needs Trusts: Which Do You Need? 

ABLE accounts and special needs trusts (SNTs) are financial solutions for individuals with disabilities. Learn the pros and cons of each. 

Discussing Estate Planning for Children With Special Needs
Estate Planning Article

Estate Planning for Children With Special Needs 

Proper estate planning for children with special needs protects their inheritance, government benefits, and financial security. 

Family & Health Article

How to Pick the Right ABLE Account for You

Follow five key steps to get the right ABLE savings account for a person with special needs.

Estate Planning Article

3 Phases of a Lifelong Financial Plan for People With Disabilities

Lifelong planning for folks with disabilities is often a balancing act between providing support and not undermining existing benefits.

Family wondering, Is Disability Insurance Still Worth It?
Insurance Solutions Article

Is Disability Insurance Still Worth It? Factors to Consider Before Cancelling

When contemplating cancelling your disability insurance, there are considerations other than cost. Here’s what to think about.

5 Tips for Crafting Your Financial Plan
Family & Health Article

Individuals with Disabilities: 5 Tips for Crafting Your Financial Plan

Discover five strategies that can help individuals with disabilities manage their medical expenses through financial planning.

How insurance fits in a financial plan
Insurance Solutions Article

5 Ways to Align Your Insurance and Wealth Planning

Explore how an integrated approach to insurance and wealth management can help you better protect your estate and reach your financial goals.

3 Key Elements Image
Family & Health Article

3 Key Elements of a Special Needs Financial Plan

When caring for a dependent with special needs, it’s critical to have a financial and caregiving plan to ensure continuing care.

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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