Mercer Advisors
Sharing Knowledge

Financial Independence

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.

husband and wife going over their financials
Financial Planning Article

Your Mid-Year Financial Check-In: 5 Tips To Stay on Track

A mid-year financial review is a great way to reconnect with your goals, revisit five key areas of your plan, and make adjustments.

older couple looking at retirement and financial information at the kitchen table
Financial Planning Article

How To Build Retirement Savings Later in Life

Financial setbacks can impact retirement. Plan ahead with strategies to help regain stability for a secure financial future.

two female business professionals walking and talking
Retirement Article

Financial Tips for Women From Women: Helping You Succeed

Learn tips from female wealth advisors who have your best interest at heart for how you can build wealth and financial confidence.

female business professional smiling with her arms folded
Women & Wealth Article

Overcoming Challenges Faced by Female Breadwinners

Being a female breadwinner is easier if you have a solid financial plan. Find out why it’s important to your emotional health as well.

Give Your Teen a Financial Head Start with a Roth IRA
Family & Health Article

Give Your Teen a Financial Head Start with a Roth IRA

Roth IRAs are among the strongest tax-advantaged retirement savings vehicles. Learn why you should consider opening one for your teen.

Financial Strategies for Stay-at-Home Moms Image
Women & Wealth Article

Balancing Act: Financial Strategies for Stay-at-Home Moms

As a stay-at-home mom, it’s tempting to delegate financial tasks and decision making to your partner. Learn why and how understanding and knowing about your finances can be empowering.

A young couple moving into a house.
Family & Health Article

To Buy or Not to Buy…That is the Question

Debating on if it’s the right time to purchase a home? We help evaluate the turbulent marketplace and identify next steps.

Further Learning

Professions Article

Delta Pilots: 7 Retirement Decisions to Consider

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

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.

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
Trustee Services

Want to learn more about Mercer Advisors?

Let’s Talk