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Strategies for Couples on Managing Money Together

Whether newly engaged or overdue for a financial discussion, here are your conversation starters to navigating money decisions.

Kara Duckworth,

Feb 24, 2022

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Article

Strategies for the Professional Pause

A woman may put her professional life on hold for full-time parenting, but she’ll still have financial choices to make during this hiatus.

Emily Messegee,

Mar 16, 2022

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Article

4 Tips to Financially Empower Yourself (Or a Woman in Your Life)

Haana Frank,

Apr 6, 2022

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Article

4 Easy Practices to Stay Cyber-Safe

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

Ron Sharon,

Apr 7, 2022

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Article

15 Ways to Instill Good Money Habits in Your Children (or Grandchildren)

Over a dozen Mercer Advisors parents let us in on the financial lessons they are practicing with their children.

Mercer Advisors,

Apr 11, 2022

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Article

Valuable Money Lessons My Mom Taught Me

Hear from women at Mercer Advisors on the most important money lessons their mom taught them.

Mercer Advisors,

May 5, 2022

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Article

10 Treasured Financial Lessons from Dad

We heard from Mercer Advisors team members on the wise financial lessons their fathers taught them.

Mercer Advisors,

Jun 7, 2022

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Article

How Retirement Account RMDs are Changing

Rules for annual required minimum distributions prevent retirement accounts from accumulating assets indefinitely.

Bryan Strike,

Jun 9, 2022

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Article

So, You Just Received a Financial Windfall

The sudden appearance of a lump sum of money can have significant impacts on your life. Consider how to effectively navigate a financial windfall.

Mercer Advisors,

Jul 11, 2022

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Article

Five (529 Plan) Hacks to Pay for College

David Gardner,

Aug 10, 2022

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Article

Women: How to Slay Your Money Dragons at Any Age

Check out these life lessons for building wealth as a woman, no matter your age.

Mercer Advisors,

Sep 8, 2022

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Article

What Biden’s Student Loan Relief Means for You

Biden’s student loan relief – what you need to know. What Biden’s Student Loan Relief Means for You

Bryan Strike,

Sep 28, 2022

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Article

Why You Should Supersize Your HSA (And How)

The HSA, which started out as a relatively staid way of setting aside funds in an interest-bearing account for future healthcare costs, has morphed into a legitimate investment category of its own.

David Gardner,

Oct 17, 2022

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Article

Giving Thanks this Holiday Season

While acts of giving, generosity, and kindness can be emotionally rewarding for both the donor and the recipient, timely charitable contributions can have tax benefits too.

Judith McGee,

Nov 4, 2022

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Article

7 Ways Women Can Dominate Finances

Top financial planner Nicole Mosley shares seven finance tips for women.

Nicole Mosley,

Nov 7, 2022

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Article

Creating a Lifelong Financial Plan

Looking at a lifelong financial plan in terms of three phases can help preserve essential programs while providing sources of supplemental financial support for people with disabilities.

Christopher Currin,

Dec 1, 2022

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Article

How Different Generations Can Apply Their Money Lessons

Baby boomers and millennials don’t always share the same values or perspectives, but differences can be positive when working together for the benefit of future generations.

Mercer Advisors,

Dec 1, 2022

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