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.

couple walking down the street together, smiling looking at each other
Retirement Article

11 Factors to Consider in an Early Retirement Package

If you’re offered an early retirement package, does it make financial sense to accept it? We explore 11 factors to consider.

business professional packing his things in office after getting laid off
Financial Planning Article

Navigating a Layoff With Clarity and Confidence

If you’re facing a layoff, the right guidance and financial strategy can help you face the future with confidence and clarity.

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.

Want to learn more about Mercer Advisors?