Mercer Advisors
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Financial Independence

Retirement Article

Connecting the Dots on Your Retirement Plan

Learn how a structured three-part approach to retirement income planning can help you protect the wealth you’ve built and achieve financial independence.

Women & Wealth Article

Beyond Business Growth: Wealth Planning for Women Founders

Many women founders face a three-way financial pull. Learn how to help protect personal wealth, optimize taxes, and plan your business exit — all at once.

man meeting with a financial advisor in office, shaking hands
What Clients Ask Article

Questions to Ask When Choosing a Financial Advisor

Discover the essential questions to ask when choosing a financial advisor — covering fiduciary duty, compensation models, and team approach.

Team having a discussion in a meeting
Tax Planning Article

Taxes and Wealth Management: Better Together With a Unified Team

Our integrated tax and wealth management teams work together year-round, delivering coordinated planning that helps reduce surprises and tax liability.

Man woman discussing retirement plan
Retirement Article

Smart Strategies to Retire Early: Beyond the FIRE Movement

Learn how you could retire early with the Retire Sooner method. Discover why financial independence goes beyond the FIRE movement’s extreme frugality.

Women & Wealth Article

Risk, Control, and Clarity: Smart Investing for Women

Explore how affluent women define smart investing. We offer advanced strategies for risk management, tax optimization, and legacy planning.

What Clients Ask Article

Why One Team Can Simplify Your Financial Life

Mercer Advisors brings wealth planning, investment management, taxes, estate, and retirement under one coordinated team for integrated and aligned financial outcomes.

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.

Women & Wealth Article

5 Smart Tax Tips for Widows

Explore five smart tax tips for widows — filing status, inherited assets, capital gains, and RMDs — with guidance to help secure your financial future.

Women & Wealth Article

Financial Independence for Women: A Long-Term Plan

A Women & Wealth outline to financial independence, covering planning, investing, retirement, tax, and estate strategies to build confidence at every stage of life. 

Two woman business owners planning
Women & Wealth Article

Exit Planning for Women Business Owners

Guidance for women business owners approaching a sale — covering exit strategy, tax planning, succession, and life after a liquidity event.

A woman working on the family financial plan
Family & Health Article

Becoming the Family Financial Planner: When Leadership Shifts for Women

An empathetic guide for women becoming primary financial decision makers after divorce, inheritance, or a spouse’s illness

woman holding divorce paperwork while speaking to a financial advisor in office
Financial Planning Article

Financial Considerations for Women Navigating Divorce

Divorcing women can sometimes overlook the financial impact of divorce. Find out how you can achieve financial independence.

FAQs
Retirement FAQ

How much do I need to retire at $10 million net worth?

See the answer
Retirement FAQ

How much do I need to retire at $5 million net worth?

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Retirement FAQ

What is a “financial why,” and why does it matter in retirement planning?

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Retirement FAQ

What is retirement income planning, and how is it different from general retirement savings?

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Retirement FAQ

Do I need a retirement income plan if I’m already working with a financial advisor?

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Retirement FAQ

When is the right time to start retirement income planning?

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Retirement FAQ

What’s the difference between ETFs, mutual funds, and separately managed accounts (SMAs) in a retirement portfolio?

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Retirement FAQ

Where can I learn more about the Mercer Advisors retirement planning approach?

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Further Learning

Estate Planning Article

How To Keep Your Family Vacation Home in the Family

Passing down a family vacation home takes more than a will. Learn how trusts, LLCs, and honest conversations can keep your legacy property in the family.

Listen
Investment Management Podcast

Episode 40 – Diversify Broadly, Both Across and Within Global Asset Classes

Don Calcagni, Chief Investment Officer, explains why he pursues the broadest possible diversification in portfolios — and why it’s the second principle of the evidence-based investment philosophy at Mercer Advisors.

Retirement Article

Catch-Up Contributions 2026: What’s New for Savers

SECURE 2.0 catch-up rules are in effect for 2026. New limits, a higher Roth threshold, and final IRS guidance change how older savers should plan.

Retirement Article

Medigap vs. Medicare Advantage: Your 2026 Medicare Options

Understand your 2026 Medicare choices, and compare Medigap and Medicare Advantage on cost, coverage, networks, and enrollment to make an informed decision.

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
Trustee Services

Want to learn more about Mercer Advisors?

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