Mercer Advisors
Sharing Knowledge

Lifestyle

The biggest financial decisions in life — when to retire, how to protect your family, what to do with your home, and how to guard against scams — are deeply personal, and getting them right can shape decades of your future. At Mercer Advisors, we share practical guidance on the financial side of life’s most meaningful moments, from retirement income planning and long-term care to insurance reviews and cybersecurity protection. Explore the resources below for clear, approachable guidance on the intersection of money and everyday life.

Financial Planning Article

Expecting a Baby? What To Know Now

New parents can build a stronger financial foundation with Trump Accounts, 529 plans, insurance, adoption credits, and estate planning basics.

Family & Health Article

Is TikTok Where Your Kids or Grandkids Get Financial Advice?

Discover why financial advice on TikTok often misses the mark for young adults and how a personalized financial plan can protect their long-term future.

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.

Financial Planning FAQ

What is the difference between a 529 plan and a Trump Account?

See the answer
Financial Planning FAQ

What estate planning documents do I need before my baby arrives?

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Financial Planning FAQ

Does having a baby count as a qualifying life event for health insurance?

See the answer
Financial Planning FAQ

When should I open a 529 plan for my child?

See the answer
Financial Planning FAQ

What is a Trump Account and how does it work for new parents?

See the answer
Family & Health FAQ

Why do so many families lose wealth from one generation to the next, and what can be done about it?

See the answer
Family & Health FAQ

Does working with a financial advisor make a measurable difference in financial and investment outcomes?

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Family & Health FAQ

Why don’t social media creators talk about tax strategies within investing?

See the answer

Further Learning

man meeting with a financial advisor in office, shaking hands
What Clients Ask Article

Questions to Ask When Choosing a Financial Advisor

Discover the essential questions to ask when choosing a financial advisor — covering fiduciary duty, compensation models, and team approach.

Investment Management Article

Financial Planning Is a Prerequisite to Successful Investing

At Mercer Advisors, financial planning often serves as the starting point for investing decisions. It is the foundation of our evidence-based investing principles.

Estate Planning Guide

The Family Guide to Estate Planning: Helping To Protect What You’ve Built Across Generations

Explore wills, trusts, beneficiary traps, POAs, estate tax changes, inherited IRAs, gifting, and family conversations in one comprehensive planning guide.

Investment Management Article

Portfolio Diversification: How To Build a More Resilient Investment Strategy

Learn how a coordinated strategy may help manage risk and support your long-term goals.

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?

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