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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.

Retirement Article

Maximizing Social Security Benefits After Divorce or Loss of Spouse

Divorced spouses and widows may qualify for Social Security benefits based on a former or deceased spouse’s earnings record. Discover strategies to maximize retirement income in 2026.

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.

A couple reviewing spending in retirement
Retirement Article

How Much Will You Spend in Retirement? A Guide to Costs

How much will you spend in retirement? Learn how income, lifestyle, housing, and healthcare costs shape your retirement budget.

A man riding in a classic car he just invested in!
Investment Management Article

Investing in Classic Cars: A Passion That Can Pay Off

Learn the pros and cons of adding collectible cars to your investment mix.

A cyber security specialist working
Financial Planning Article

Think Before You Click: 2025’s Biggest Cybersecurity Scams Revealed

Learn how to protect yourself from AI-powered phishing, QR code scams, voice cloning, crypto fraud, and more.

A man learning more about AI scams
Family & Health Article

How AI Scams Target Your Financial Data

Learn how to spot scams, protect your information, and ask your financial institutions about their security practices.

An electric car charging
Tax Planning Article

OBBBA’s Auto Loan Interest Deduction: A Tax Break That Could Cost You More

Explore the OBBBA auto loan interest deduction, who qualifies, and why it may not be worth the savings.

A couple reviewing their insurance
Insurance Solutions Article

Is It Time To Review Your Insurance? Here’s When and Why You Should

An insurance review helps ensure you’re not underinsured, overpaying, or missing out on better coverage options.

A family working on home renovation using maximized returns
Tax Planning Article

Maximizing Returns and Tax Benefits on Home Improvements 

Find out the potential returns and tax benefits for certain home improvements, whether you’re upgrading for comfort or a sale. 

A man monitoring his personal finance
Financial Planning Article

Personal Finance 101: 7 Tips

Financial literacy involves making confident, informed choices. We explore seven steps to help grow and safeguard your money.

daughter, father and grandmother sitting on couch looking at paperwork and smiling
Family & Health Article

Preserving Family Wealth and Purpose for Future Generations

Legacy is more than transferring wealth. It’s helping heirs evolve into stewards who carry on the family’s identity and purpose.

Male gay couple carrying their kids outside and having fun
Family & Health Article

Financial Realities of Adoption for LGBTQ+ and New Families

Facing the financial implications of adopting a child can be daunting. But there are ways to prepare and manage finances for long-term success.

Further Learning

Professions Article

Delta Pilots: 7 Retirement Decisions to Consider

An overview of Delta pilot pension elections, Delta pilot 401(k) 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
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Want to learn more about Mercer Advisors?

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