Mercer Advisors
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Healthcare & Medicare

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.

Tax Planning Article

IRMAA vs. Social Security Tax: What’s the Difference?

Discover the difference between IRMAA and Social Security tax. Learn strategies to help manage your Medicare premiums and optimize your retirement income.

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.

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Financial Planning Podcast

Episode 513 – Planning Moves Pre-Retirees Should Know

Learn about the often-overlooked financial planning opportunities that become available at age 59½, including Roth conversions and healthcare strategies.

A couple talking about HSA funds
Tax Planning Article

Before April 15: Learn Unmarried-Couple HSA Contribution Advantage

Unmarried couples may be able to double HSA contributions. Learn HSA rules for domestic partners, family coverage limits, deadlines, and tax pitfalls.

Two people preparing for the sunset of enhanced premium tax credits
Tax Planning Article

Preparing for the Sunset of Enhanced Premium Tax Credits

Learn how the sunset of enhanced ACA premium tax credits on Dec. 31 could affect business owners and what strategies can help.

A woman reviewing her insurance coverage
Insurance Solutions Article

Are You Underinsured? Strengthen Your Coverage Before the New Year

The end of the year is a great time to identify gaps in your auto, home, and life insurance. Start the new year financially protected.

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.

A woman reviewing premium tax credits
Tax Planning Article

Understanding Changes to the Premium Tax Credit

Learn about updates to the premium tax credit under the Affordable Care Act (ACA) and how they may affect health insurance costs.

A couple talking with their advisor about HSA funds
Insurance Solutions Article

HSAs as an Investment Tool: What To Consider During Open Enrollment

Learn how high earners can maximize tax savings in 2025 open enrollment with HDHPs, HSAs, FSAs, and smart benefit strategies.

Family & Health Webinar

Navigating Medicare: Your Guide to Open Enrollment Success

A practical guide to Medicare basics, open enrollment, Part D updates, and choosing Medigap or Medicare Advantage within your financial plan.

Retirement Guide

Retirement & Financial Planning Guide for University of Michigan Employees

Navigate your University of Michigan retirement benefits, including 403(b) and 457(b) plans, to maximize contributions and plan for a secure financial future.

Family & Health Webinar

Medicare 101

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

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.

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Want to learn more about Mercer Advisors?

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