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Long-Term Care

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.

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 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.

Doctor delivering bad news to an older gentleman
Family & Health Article

When You or a Loved One Are Facing Terminal Illness: Finances To Address

When preparing to lose a spouse, important financial decisions could be overlooked. Get guidance on protecting your family.

ABLE account
Estate Planning Article

ABLE Accounts vs. Special Needs Trusts: Which Do You Need? 

ABLE accounts and special needs trusts (SNTs) are financial solutions for individuals with disabilities. Learn the pros and cons of each. 

Insurance Solutions Article

Should You Consider Long-Term Care Insurance Through a Life Policy? 

Determine if a hybrid life insurance policy with LTC rider may be right for you over a traditional long-term care insurance policy.

Estate Planning Article

3 Phases of a Lifelong Financial Plan for People With Disabilities

Lifelong planning for folks with disabilities is often a balancing act between providing support and not undermining existing benefits.

Mom and daughter discussing tailored insurance solutions
Insurance Solutions Article

Insuring Life’s Journey: Tailored Insurance Solutions for Every Age and Stage

There are basic guidelines for insurance needs at each life stage or age. Find out what types of insurance are worth buying and when.

Person planning for health care in retirement
Retirement Article

Planning for Health Care Costs in Retirement

Planning for health care costs in retirement has many unknowns and options. Learn the value of insurance and savings choices.

Sandwich Generation reviewing Financial Tips
Family & Health Article

The Sandwich Generation: Tips for Managing Finances and Reducing Stress

If you are in the sandwich generation and want help alleviating your stress and staying financially secure, we are here for you.

How insurance fits in a financial plan
Insurance Solutions Article

5 Ways to Align Your Insurance and Wealth Planning

Explore how an integrated approach to insurance and wealth management can help you better protect your estate and reach your financial goals.

Understanding Long-Term Care Insurance
Retirement Article

Preparing for the Unthinkable: Understanding Long-Term Care Insurance

Explore the intricacies of long-term care insurance, including its role in financial planning, coverage options, and key considerations, providing essential guidance to help achieve financial assurance in retirement.

Financial Planning for Caregivers of Aging Family Members Image
Retirement Article

Financial Planning for Caregivers of Aging Family Members

If you’re simultaneously reaching retirement age and taking on a caregiver role, here’s what you need to know to stay on financial track.

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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