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Health & Wellness

Family & Health Webinar

Medicare Made Simple Webinar

Navigating Medicare can be a daunting task, but you’re not alone. Whether you’re approaching retirement age, already utilizing Medicare, or helping your loved ones make informed decisions, understanding the options is crucial.

Family & Health Article

Retirement Trusts for Beneficiaries with Special Needs

An overview of how retirement assets can support special needs trust planning, preserve government benefits, and provide long-term financial support for families.

A family talking about lifecare contracts
Financial Planning Article

LifeCare Contracts: Time, Cost, and Long Term Care

Learn how LifeCare CCRC contracts work, why time horizon matters, and how refundable vs declining fees shape long-term cost.

Coworkers talking about workplace benefits
Insurance Solutions Article

Your Guide to Making the Most of Workplace Benefits

Make smart choices on health care plans, retirement plans, insurance policies, and more with guidance and a checklist.

Doctor delivering bad news to an older gentleman
Family & Health Article

When You or a Loved One Are Facing Terminal Illness: Finances To Address

When preparing to lose a spouse, important financial decisions could be overlooked. Get guidance on protecting your family.

Family & Health Webinar

Medicare 101

Medicare basics, timing, plan types, and annual review tips — get clarity with expert insights.

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.

Couple discussing a secret bank account
Financial Planning Article

Are You Keeping Financial Secrets from Your Spouse? 

Financial infidelity can be damaging to a relationship, disrupt reaching goals, and potentially threaten long-term financial security. 

Family discussing pet insurance cost
Financial Planning Article

What You Need To Know About Pet Insurance 

With rising vet costs, pet owners are exploring pet insurance. Learn when pet insurance does, and does not, make financial sense. 

Insurance Solutions Article

Support for LA Fire Victims – Share With Friends and Family 

Our LA fire support page has free financial guidance, post-fire action plans, and insurance claim guides. No need to be a client. 

Discussing Medicare-Eligible
Retirement Article

Are You Medicare-Eligible and Covered by an Employer Health Plan? 2025 Changes May Impact You 

You can avoid Medicare premium penalties by knowing whether your employer plan drug coverage is creditable or non-creditable.

Women & Wealth Article

4 Tips for Women to Achieve Financial Independence 

Financial security and literacy go hand-in-hand. Learn four steps to help get you started on a path to financial independence. 

Financial Planning Article

Medicare Enrollment Deadlines – What You Need to Know Now 

If you’re nearing age 65, you need to plan for Medicare. See the basic facts, available options, and 2024 open enrollment dates. 

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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Financial Planning
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