Mercer Advisors
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Living in Retirement

Financial Planning Guide

Why Every Family Needs A Financial Plan: A Friendly Guide to Feeling More Confident About Your Money

An easy‑to‑follow guide that explains the core pieces of a financial plan and helps families feel more confident, prepared, and in control of their money.

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Retirement Podcast

Episode 518 – You Can’t Take It with You: Living for Tomorrow and Today

John Walker and Jason O’Meara explore the Die with Zero philosophy, helping you balance saving for tomorrow with living fully today through intentional financial planning.

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Financial Planning Podcast

Episode 517 – 7 Common Wealth Management Mistakes to Avoid

John Walker and Jason O’Meara discuss the most common wealth management mistakes and how a coordinated financial plan can help you avoid them.

A senior couple using a laptop and going over paperwork in the garden at home.
Estate Planning Article

Using Retirement Trusts to Protect and Transfer IRAs

Learn how retirement trusts can protect IRAs, manage RMDs, and transfer assets under SECURE Act rules.

A couple using their retirement trust to protect their IRA
Estate Planning Article

Using Retirement Trusts to Protect and Transfer IRAs

Learn how retirement trusts can protect IRAs, manage RMDs, and transfer assets under SECURE Act rules.

A couple with umbrella insurance
Insurance Solutions Article

Personal Umbrella Insurance: FAQs to Help Protect Your Wealth

Umbrella insurance provides added liability protection beyond home and auto coverage. Learn who should consider it and how much coverage may be appropriate.

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.

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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.

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Financial Planning Podcast

Episode 511 – Donations to Charity and Your Tax Planning

Explore how the new tax landscape affects charitable giving. Learn strategies to maximize your donations and tax benefits with insights from Mercer Advisors.

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Retirement Podcast

Episode 510 – Knowing When To Retire

Discover the financial and emotional signs that signal it’s time to retire with John Walker and Jason O’Meara.

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.

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Retirement Podcast

Episode 509 – Ten Strategies for Retiring in 2026

John Walker and Jason O’Meara discuss 10 essential strategies to help you prepare for retirement in 2026, including budgeting, Social Security, and healthcare.

A couple talking over social security
Retirement Article

Is Social Security Taxed in 2026? What Retirees Need To Know About New Rules

Learn when Social Security benefits may be taxable in 2026, income thresholds, state rules, and how new deductions could reduce what retirees owe.

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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