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Educational Planning

Tax Planning Webinar

Smart Savings for the Next Generation: Understanding 529 Plans and Trump Accounts

Learn how 529 plans and Trump Accounts each play a distinct role in funding your child’s education and long-term retirement — and how to get the most from both.

Financial Planning Article

Employer Contributions to Trump Accounts Explained 

New guidance clarifies how employers can contribute to Trump Accounts, including limits, tax treatment, and required reporting.

An advisor working with their client on an RIA
Financial Planning Article

What Is an RIA? What Investors Should Know

Learn what a Registered Investment Advisor (RIA) is, how RIAs are regulated, how they differ from financial advisors, and the benefits of working with a fiduciary advisor.

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 parent and their student looking at loans
Financial Planning Article

Parent PLUS Loans: 2026 Deadline for Lower Payments and Relief

Learn how to consolidate Parent PLUS loans, switch from ICR to IBR, lower monthly payments, and stay eligible for income‑driven repayment before the July 1, 2026 deadline.

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 family discussing Trump accounts
Family & Health Article

Trump Accounts Explained: Rules, Benefits, and How to Get Started

Discover how Trump accounts can help you save for your child’s future and whether the new saving opportunity might be right for you.

Tax Planning Webinar

New Tax Laws & Year-End Strategies

An overview of new tax laws and practical year‑end strategies, including charitable giving, Roth conversions, portfolio taxes, and estate planning considerations.

A parent having a conversation about saving with their child
Family & Health Article

Roth IRA for Kids Explained

Discover how a custodial Roth IRA works, who can open one, IRS rules, and how it compares to traditional Roth and 529 plans.

Family & Health Guide

A Practical Guide to Higher Education: College Selection and Affordability

Smart strategies for college planning, from applications to savings and financial aid tips for families.

A student walking through campus
Financial Planning Article

How the One Big Beautiful Bill Act Changes Student Loans and Forgiveness

OBBBA reshapes student loans: New repayment plans, borrowing limits, and key deadlines explained.

Tax Planning Webinar

OBBBA and Your Tax Strategies

This webinar breaks down the new tax law, highlighting planning strategies around rates, deductions, charitable giving, estate planning, and new opportunities for individuals and families.

daughter, father and grandmother sitting on couch looking at paperwork and smiling
Family & Health Article

Preserving Family Wealth and Purpose for Future Generations

Legacy is more than transferring wealth. It’s helping heirs evolve into stewards who carry on the family’s identity and purpose.

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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