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Financial Planning Article

Employer Contributions to Trump Accounts Explained 

New guidance clarifies how employers can contribute to Trump Accounts, including limits, tax treatment, and required reporting.

Two women discussing how to use leftover funds in a 529
Financial Planning Article

Beyond Tuition: How to Repurpose Unused 529 Plan Savings

Extra 529 plan funds are flexible, with options for education, family beneficiaries, Roth IRA rollovers, ABLE accounts, or strategic withdrawals.

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 family discussing Trump accounts
Family & Health Article

Trump Accounts Explained: Rules, Benefits, and How to Get Started

Discover how Trump accounts can help you save for your child’s future and whether the new saving opportunity might be right for you.

A family answering financial questions
Family & Health Article

Answering Your Kids’ (or Grandkids’) Toughest Money Questions

Teach kids about money, encourage financial literacy for teens, and provide smart ways young adults can save.

Coworkers talking about workplace benefits
Insurance Solutions Article

Your Guide to Making the Most of Workplace Benefits

Make smart choices on health care plans, retirement plans, insurance policies, and more with guidance and a checklist.

A parent having a conversation about saving with their child
Family & Health Article

Roth IRA for Kids Explained

Discover how a custodial Roth IRA works, who can open one, IRS rules, and how it compares to traditional Roth and 529 plans.

Family & Health Guide

A Practical Guide to Higher Education: College Selection and Affordability

Smart strategies for college planning, from applications to savings and financial aid tips for families.

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 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.

Family who have thought about adoption tax credits
Family & Health Article

The Essential Guide To Adoption Tax Credits in 2025

Are you considering adoption? Discover the two key tax breaks that can help offset the costs while reducing the amount of tax owed.

Family & Health Webinar

Raising Financially Savvy Kids: Tips for Every Age Webinar

Whether you’re a parent, grandparent, or guardian, this webinar is designed to help you navigate the often tricky conversations about money with your children or grandchildren.

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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