Mercer Advisors
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Educational Planning

Tax Planning Webinar

Tax Filing Is Not the Same as Tax Planning

In this webinar, we break down proactive tax planning, Roth conversions, and key changes from the One Big Beautiful Bill Act to help reduce your lifetime tax liability.

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.

Further Learning

Professions Article

Delta Pilots: 7 Retirement Decisions to Consider

An overview of Delta pilot pension elections, Delta pilot 401(k) strategy, NQDC planning, Social Security timing, insurance gaps, and estate documents for pilots nearing retirement.

Retirement Article

Prepare Today To Help Avoid Working in Retirement Tomorrow

Learn how to overcome the fear of working in retirement. Explore strategies for income stability, healthcare costs, and debt management with Mercer Advisors.

Market Commentary Article

Surprisingly Strong Earnings Bolster the Stock Market

S&P 500 companies reported surprisingly strong earnings, providing a powerful lift for stocks.

Investment Management Article

What a Stock Split Means for Your Portfolio

Explore how a stock split affects your portfolio and learn comprehensive strategies for managing concentrated positions, tax exposure, and charitable giving.

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
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Want to learn more about Mercer Advisors?

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