Personal Finance

Discover how to best manage you and your family’s financial resources including planning, budgeting, and investing.

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Podcast

How to Achieve Economic Freedom

At Mercer Advisors, we talk a lot about financial goals. How can you achieve them through comprehensive wealth management?

Doug Fabian,

Nov 7, 2017

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Article

How to Get Started on Your Path to Economic Freedom

Comprehensive wealth management is key to achieving your financial goals.

Doug Fabian,

Nov 10, 2017

Article

5 Questions You Need to Ask Right Now About Your Finances

These 5 questions can help you formulate a financial plan so that you can achieve your goals.

Doug Fabian,

Nov 13, 2017

Podcast

The Five Principles of Finance

What are the most important components to achieve your financial goals - not the stock market or investing.

Doug Fabian,

Nov 14, 2017

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Podcast

Balance Sheet Basics: What Is It, Why Need It?

What are your financial goals? How do you achieve them?

Doug Fabian,

Nov 17, 2017

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Podcast

Financial Goal Setting

What are your financial goals? How do you achieve them?

Doug Fabian,

Nov 17, 2017

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Podcast

Building Your Spending Plan

How do you determine how much to spend? Create a budget with our spending plan worksheet to help you answer the question.

Doug Fabian,

Jan 7, 2018

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Podcast

Prepare For Impact

The new Tax Laws impact most everyone - find out about the biggest changes that could impact you.

Doug Fabian,

Jan 8, 2018

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Podcast

Asset Allocation Basics Podcast

Are your assets diversified? Learn how to determine asset allocation that's right for you.

Doug Fabian,

Feb 6, 2018

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Article

5 Ways to Reduce Your Taxes in 2018

With the sweeping tax changes implemented in 2018, consider these questions when you prepare your taxes or meet with your accountant.

Doug Fabian,

Feb 27, 2018

Podcast

Guide to Taxes Podcast

Are your assets diversified? Learn how to determine asset allocation that's right for you.

Doug Fabian,

Mar 16, 2018

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Article

The Burden of Income Tax Is Going to Get Worse

If you live in a high tax state, like CA, there are still opportunities to get a little tax relief.

Doug Fabian,

Mar 27, 2018

Podcast

Guide to Insurance Policies Podcast

Life insurance, umbrella policies, disability and long-term care insurance, all can be an important asset protection tool.

Doug Fabian,

Apr 12, 2018

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Podcast

Rebooting Your Financial Goals for 2018

Find a step-by-step plan for how to become a true goal setter and how to apply goal setting to your financial planning.

Doug Fabian,

Apr 22, 2018

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Podcast

5 Best 401(k) Practices & Tips: What To Know

Doug Fabian,

Apr 28, 2018

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Podcast

Financially Prepare for Retirement Podcast

Any retirement dream needs planning. Learn about the questions you need to ask yourself to better plan your retirement.

Doug Fabian,

Apr 29, 2018

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Podcast

Lost Financial Planning Opportunities w/ Drew Kanaly

How do you make sure your critical estate planning documents are in order? What is the benefit of working with a trust company?

Doug Fabian,

May 2, 2018

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Podcast

Four Attributes of Successful Investing w/ Don Calcagni

What are the four attributes you need to be a successful investor? Find out how you can manage your money successfully.

Doug Fabian,

May 9, 2018

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Video

Insight on Tax Reform for Our Clients

Learn how the new 2018 tax law changes may impact you, your family, and your business.

Aaron Langston, Ben Kautz,

May 9, 2018

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Podcast

The Keys to Wealth Management Podcast

Do you know there are 7 keys to wealth management that can help you create the financial life you desire?

Doug Fabian,

May 31, 2018

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Article

Deciding to Retire?

Transitioning to retirement is a key life event. Find out if you are ready with these key questions.

Josh Gustafson,

Jun 8, 2018

Podcast

Women and Money with Kara Duckworth

Do you know there are 7 keys to wealth management that can help you create the financial life you desire?

Doug Fabian,

Jun 14, 2018

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Podcast

Financial Retirement Planning: Social Security & Medicare

What do you need to know about Social Security and Medicare and when you should elect to receive these benefits?

Doug Fabian,

Jun 25, 2018

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Article

General Electric: Three Lessons for Advisors, Investors

General Electric (GE) was one of the most admired companies on Wall Street. What happened and how does this impact you?

Donald Calcagni,

Jun 28, 2018

Podcast

The Journey to Economic Freedom – Are You Where You Want To Be?

Tax laws enacted at the start of 2018 can mean significant changes to your wealth and estate planning strategies.

Doug Fabian,

Aug 2, 2018

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Podcast

What You Need To Know About Medicare Podcast

What is Medicare? Who is eligible? What's the difference between Medicare parts A, B, C, and D? How do you get gap coverage?

Doug Fabian,

Aug 15, 2018

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Article

When Should You Update Your Estate Plan?

Congratulations, you have an estate plan. Now you need to keep it updated.

Jeremiah H. Barlow,

Aug 24, 2018

Article

Portfolio Management to Navigate a Stock Market Correction

Financial market corrections are common occurrences, but that doesn't mean they're pleasant. How can you weather through volatile market cycles?

Doug Fabian,

Sep 14, 2018

Podcast

Why Cash Flow Matters – A Podcast

Bull and bear markets are common occurrences. Learn how market corrections work and how investors can react during down market cycles.

Doug Fabian,

Sep 27, 2018

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Podcast

The Power of a Financial Plan with Laura Combs

Having a proper, well-designed financial plan can change your life. Hear about key elements of a good financial plan and the importance of defining goals.

Doug Fabian,

Oct 11, 2018

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Podcast

How to Fund College Without Going Broke with Jamie Block

Educational costs are going up every year, so it's never too early to start planning. Learn about common college funding mistakes and how best to save for college.

Doug Fabian,

Oct 19, 2018

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Article

Asset Protection through Diversification: Revisiting an Old Friend

Diversification offers crucial downside protection during volatile market cycles, helping you protect your wealth and investments.

Donald Calcagni,

Nov 1, 2018

Article

Are You Maximizing Tax Planning for the New Tax Laws?

Tax preparation tips to take advantage of the 2018 tax law benefits.

Matthew McCarthy, CPA,

Nov 1, 2018

Article

Optimize Your Business Tax Planning for the New Tax Laws

Significant tax law changes may have a big impact on tax planning for your business.

Matthew McCarthy, CPA,

Nov 1, 2018

Article

Four Reasons to Consider a Roth IRA vs Traditional IRA

With taxes at historic lows, see if a Roth IRA makes sense for your retirement planning.

Andrew Neville, JD,

Nov 1, 2018

Podcast

Year-End Tax Planning with Mark Doran Podcast

Identify events that may impact your taxable income, and learn strategies to lower your taxes.

Doug Fabian,

Nov 27, 2018

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Podcast

How to Financially Prepare for a Successful 2019

As you assess your personal finances, learn five action steps you need to take to achieve your financial goals.

Doug Fabian,

Dec 17, 2018

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Podcast

Resetting Your Financial Goals for 2019

The start of a new year is a great time to define a vision and set concrete goals for your financial future.

Doug Fabian,

Jan 11, 2019

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Article

Asset Management vs. Wealth Management: Is There a Difference?

The answer is yes. Find out which one can help you with your comprehensive wealth management needs.

Dane Sauer,

Feb 19, 2019

Podcast

Do Women Make Better Investors – with Laura Cuber

Are women better investors than men? Find out how gender-based investing may impact you.

Doug Fabian, Laura Cuber, CFP®,

Feb 26, 2019

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Article

Six Ways to Teach Your Daughter About Money

Tips to help your daughter learn good money habits.

Jessica Caruso,

Mar 1, 2019

Article

Values and Life Lessons for Estate Planning

Formal family meetings can help facilitate a discussion on values, end of life wishes, and legacy.

Kara Duckworth,

Mar 1, 2019

Article

The Power of Your Financial Plan

A written financial plan can improve your chances of achieving your goals.

Mar 1, 2019

Article

Using Donor-Advised Funds to Give with Intention

Donor-advised funds can help you shift your charitable giving to be more intentional and purposeful.

Jennifer Baick,

May 21, 2019

Article

The Benefits of Charitable Giving

Philanthropy serves a critical need for social causes and can provide numerous benefits for the giver.

Melanie Guhit,

May 21, 2019

Article

529 vs Coverdell: Saving for College

It's no secret the costs of attending college are rising. Here are some ways you can start planning for college.

Dane Sauer,

May 21, 2019

Article

Using Your Capital Gains for Good

Uncover hidden financial planning opportunities with philanthropy.

Jennifer Baick,

May 21, 2019

Article

HSAs, Retirement & Their Tax Advantages

Maximize retirement savings with an HSA and designate the right beneficiary to ensure tax-free inheritance.

Frances Smith,

Sep 5, 2019

Article

The Rise of Socially Responsible Investing (SRI)

Your investments can reflect your values, ethics and desires for social change. Learn how to invest with purpose.

Donald Calcagni,

Sep 5, 2019

Article

Supercharge Your Retirement Savings

How high-income earners can maximize retirement savings.

Glen Minton,

Sep 5, 2019

Article

Financial Planning for Caretakers of Aging Family

Family caregivers who function as crucial (often invisible) support system for aging family need support too.

Judith Hirotaka,

Sep 5, 2019

Article

Empowering Stay-At-Home Moms with Financial Knowledge

Hear from one of our own advisors about the challenges she faced as a stay-at-home mom while staying engaged with her finances.

Jennifer Baick,

Sep 5, 2019

Article

What’s Going on with the Repo Market?

The repo market is a critical resource for large businesses and the global financial system. In fact, volatility in the repo market can impact Fed policy.

Donald Calcagni,

Sep 26, 2019

Article

It’s a Bull Market, Do I Sell?

“Wait it out” or “cash it out” are often common thoughts during these market highs and lows. But while capturing gains may be top of mind, more important is rebalancing your portfolio.

Donald Calcagni,

Dec 2, 2019

Article

Three Tips to Prepare for a Crisis

Now is the time to make sure you have the right coverage and paperwork to ensure your assets are protected.

Kara Duckworth,

Dec 3, 2019

Article

How to Protect Yourself in the Digital World

Learn how to protect your data and online accounts from cyberattacks.

William Nelson, Ron Sharon,

Dec 3, 2019

Article

End-of-Year Financial Tips

Use these end-of-the-year tips to make sure your financial plan remains on track

Michael Snider,

Dec 3, 2019

Article

Is Now the Time to Overweight Real Estate?

Donald Calcagni,

Dec 19, 2019

Article

Breaking News: Congress Overhauls Retirement System and Eliminates Stretch for Inherited IRAs

Jeremiah H. Barlow,

Dec 23, 2019

Article

Financial Advice for Suddenly Single Women

Managing your own finances is a critical life skill, especially for women. Here’s how you can prepare.

Kara Duckworth,

Mar 18, 2020

Article

Science of Fear and Staying Calm in Volatile Times

How can you avoid making irrational decisions during this crisis? Behavioral finance techniques can help you avoid common traps.

David Haman, David Askew,

Mar 27, 2020

Article

Inflation: The Fed, Unemployment, and Gold

The federal government is on the cusp of passing the largest fiscal stimulus package in U.S. history. What does this mean for inflation and gold?

Donald Calcagni,

Mar 27, 2020

Article

New Federal Stimulus and What it Means for You

The coronavirus stimulus package aims to provide relief to individuals, small business owners, and sole proprietors.

Matthew McCarthy, CPA, William Nelson,

Apr 2, 2020

Article

Practicing Financial Wellness

Managing our physical, mental, and emotional health during stressful times can also help us keep a healthy outlook on our finances.

Mercer Advisors,

Apr 3, 2020

Article

Are We on the Cusp of a Second Great Depression?

The Great Depression was the greatest economic calamity in American history. Is history about to repeat itself?

Donald Calcagni,

Apr 9, 2020

Article

COVID-19 Relief Aid for Individuals: What You Need to Know

Learn more about how the $2.2 trillion federal Coronavirus Aid, Relief, and Economic Security (CARES) Act is bringing financial help for individuals affected by the COVID-19 crisis.

Mercer Advisors,

Apr 10, 2020

Article

COVID-19 Relief Aid for Small Businesses: What You Need to Know

The $2.2 trillion CARES Act includes substantial relief for small businesses. Find out if you qualify.

Jeremiah H. Barlow, Kara Duckworth,

Apr 10, 2020

Article

Keeping Q1 Market Returns in Context

During volatile markets, it’s tempting to focus on the short-term results over your long-term strategy—but don’t be tempted.

Donald Calcagni,

Apr 17, 2020

Article

5 Key Financial Challenges to Navigate During COVID-19

Most everyone has been impacted by COVID-19 in some way. Here are 5 tips to help navigate financial challenges.

Mari Adam,

Apr 22, 2020

Article

How to Pay for College During a Pandemic

For families with children starting or in college, COVID-19 poses financial challenges. Learn about available relief.

Dane Sauer,

Apr 22, 2020

Article

What to do With Excess Cash: The Hunt for Yield

Interest rates are at historic lows, but there are options to find a better return for your excess cash.

Donald Calcagni,

Apr 23, 2020

Article

How to Strengthen Your Financial Plan During a Pandemic

Eight actions you can take to ensure your financial plan survives these times and comes out stronger on the other side.

Jessica Caruso,

Apr 30, 2020

Article

Can States File for Bankruptcy

For investors who own municipal bonds and are worried about state bankruptcies, find out why this is an unlikely option.

Donald Calcagni,

Apr 30, 2020

Article

Why an Auto Insurance Rebate May be Headed Your Way

Gas prices aren’t the only savings consumers are seeing these days. Auto insurance companies will be offering insurance rebates too.

Mari Adam,

May 7, 2020

Article

Investing for Retirement Income in a Low-Yield World

Long-term planning is key to managing retirement income, even in low interest rate environments.

Donald Calcagni,

May 7, 2020

Webinar

Why Now is the Best Time to Gift to Your Loved Ones

Jeremiah H. Barlow,

May 14, 2020

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Article

Are We in a “Shecession”?

More women than men will be financially impacted by COVID-19. Here are 5 ways you can protect your credit.

Mari Adam,

May 14, 2020

Article

Why Check Your Spending Habits Now?

In crisis situations, managing your spending becomes central especially if you are experiencing reduced income.

Nicholas Campbell,

May 28, 2020

Article

Tax Strategies with Roth Conversions

Now is an opportune time to convert your assets into a Roth, providing tax savings for you and your loved ones.

Mercer Advisors,

May 29, 2020

Article

3 Keys to Retirement Readiness

Explore key factors to help you feel confident about your retirement.

William McNutt,

Jun 9, 2020

Article

When Grown Kids Return to the Nest

When grown kids move home, transitioning to parent-in-residence can be full of new learnings and exciting memories.

Mari Adam,

Jun 22, 2020

Article

Weathering COVID’s Impact on Real Estate

Explore options to help shore up lost cash flow from your property investments amid the coronavirus pandemic.

Mark Germain,

Jul 21, 2020

Article

Elections & Markets: What should investors do?

Every 4 years, investors revisit the same question: Should we make any portfolio changes? In the end, the best preparation is a long-term investing strategy.

Donald Calcagni,

Aug 21, 2020

Article

Tips for Managing Job Changes

How to manage your financial goals and healthcare needs if you are laid off or start a new job.

Martine Lellis,

Aug 21, 2020

Article

Exxon and the End of an Era

What Exxon’s delisting from the Dow Jones means for investors.

Donald Calcagni,

Aug 26, 2020

Article

Does Warren Buffett Suddenly Like Gold?

Buffett recently invested in a large gold mining company. But does this really mean the Oracle of Omaha has changed his tune on gold?

Donald Calcagni,

Aug 28, 2020

Article

Wealth-Life Balance: 3 Steps for Women

Need financial peace of mind in volatile times? Build a long-range plan and stick with it.

Kristen Kestel, Mercer Advisors,

Aug 31, 2020

Article

5 Tips for Your College 529 Plan

529 plans are a great tool to save for college tuition. We share 5 tips to help maximize your 529 savings plan.

Mari Adam,

Sep 22, 2020

Article

3 Factors for Special Needs Financial Planning

Protect your loved ones who have special needs by putting a comprehensive plan in place.

Christopher Currin,

Sep 22, 2020

Article

3 Questions to Answer for Solar Energy Use

Judy McNary,

Oct 7, 2020

Article

10 Tax Tips for 2020 for Individuals and Businesses

Here are the 10 tax tips to help save you money in 2020. It’s not too late to take strategic action to lessen your tax burden.

Daniel Epstein,

Oct 16, 2020

Article

Plan Now for Potential Tax Changes

Taxes are one of life’s certainties, but there’s still time in 2020 to influence how much you’ll pay Uncle Sam.

Jeremiah H. Barlow,

Nov 2, 2020

Article

Democrats Won the Senate. Now what?

Democrats are now in charge of both the Senate and the House. What can we expect from this blue ripple?

Donald Calcagni,

Jan 12, 2021

Article

Planning for a Non-Traditional Family (Which Is Probably Yours)

Families come in all shapes and sizes. Here’s how to make sure yours is financially protected regardless of who’s part of it.

Kara Duckworth,

Jan 19, 2021

Article

5 Ways to Align Your Insurance and Wealth Planning

Insurance is vital to protecting your financial future. Learn how to align your insurance and wealth management strategy with help from an advisor.

Terry Bobo,

Jan 21, 2021

Article

GameStop: Making Sense of it All

The rise in GameStop this past week has been eye-popping. However, fundamentals still determine the long-term viability of any business.

Donald Calcagni,

Feb 1, 2021

Article

How I Navigated The Healthcare System Alone When My Husband Was Diagnosed With Cancer

Women should be in control of their financial situation. Even when navigating the healthcare system.

Kara Duckworth,

Feb 17, 2021

Article

Jeremiah Barlow on The Importance Of Insurance In Financial Planning

As we all watched in amazement this past year as the wealth space evolved and changed from seminal events, including a once in a century pandemic, some things have remained the same.

Jeremiah H. Barlow,

Feb 18, 2021

Article

Mine Your Cash Flow to Build Your Wealth

The secret to building wealth is finding, increasing, and saving your cash flow. Here are some ways to get started.

Albert Zdenek,

Feb 28, 2021

Article

The Best Strategy for Beating Inflation

What’s the best way to beat inflation? CIO Don Calcagni explores stocks, commodities, gold, and more.

Donald Calcagni,

Apr 30, 2021

Article

Biden’s Tax Increases Won’t Affect Just the Top 1%

The Biden administration’s proposed corporate tax and capital gains increases will impact millions of U.S, households over time.

Donald Calcagni,

May 25, 2021

Article

So Your Kid Is Getting Married

Planning a wedding can be fraught with stress; get financial tips from a father on how to plan for your kid’s wedding

Fred Xuereb,

Jun 28, 2021

Article

Heading Back to College Post-COVID

Are your kids returning to college this year? Here’s what parents and students can expect this fall post-COVID.

Mari Adam,

Jun 28, 2021

Article

Medicare Deadlines Are Soon – What You Should Know

If you’re nearing age 65, you need to have a plan for Medicare – even if you’re still working. Learn about Medicare and why it’s critical that you don’t miss enrollment deadlines.

David Haman,

Aug 30, 2021

Article

8 Ways 2021 Taxes May Be Different

From unemployment income to RMDs, many people will have new taxable events affecting their 2021 returns.

Jennifer Baick,

Oct 11, 2021

Article

The Three Dimensions of Risk: Tolerance, Capacity, & Need

Risk is undoubtedly the most powerful, attention-grabbing four-letter word in finance. Here are three dimensions of risk that can help us make better investment decisions.

Donald Calcagni,

Oct 11, 2021

Article

Strategies for Couples on Managing Money Together

Whether newly engaged or overdue for a financial discussion, here are your conversation starters to navigating money decisions.

Kara Duckworth,

Feb 24, 2022

Article

Strategies for the Professional Pause

A woman may put her professional life on hold for full-time parenting, but she’ll still have financial choices to make during this hiatus.

Emily Messegee,

Mar 16, 2022

Article

4 Tips to Financially Empower Yourself (Or a Woman in Your Life)

Haana Frank,

Apr 6, 2022

Article

4 Easy Practices to Stay Cyber-Safe

Protecting yourself from cyberattacks is not just smart, it’s empowering. Here are 4 easy steps to help keep you protected.

Ron Sharon,

Apr 7, 2022

Article

15 Ways to Instill Good Money Habits in Your Children (or Grandchildren)

Over a dozen Mercer Advisors parents let us in on the financial lessons they are practicing with their children.

Mercer Advisors,

Apr 11, 2022

Article

Valuable Money Lessons My Mom Taught Me

Hear from women at Mercer Advisors on the most important money lessons their mom taught them.

Mercer Advisors,

May 5, 2022

Article

Tax Season is Over! Now to Organize Financial Documents

You’ve filed your tax return, phew! Now it’s time to get organized with these guidelines for retaining documents.

Mercer Advisors,

May 11, 2022

Article

10 Treasured Financial Lessons from Dad

We heard from Mercer Advisors team members on the wise financial lessons their fathers taught them.

Mercer Advisors,

Jun 7, 2022

Article

History Lessons from the Housing Market

This isn’t the 1970s housing market. Check out five ways homebuying has changed forever–and three tips for dealing with the real estate market today.

Bill Berg,

Jul 19, 2022

Article

Why Now Is a Good Time to Check Your Spending Habits

Nicholas Campbell,

Aug 10, 2022

Article

Women: How to Slay Your Money Dragons at Any Age

Check out these life lessons for building wealth as a woman, no matter your age.

Mercer Advisors,

Sep 8, 2022

Article

Market Update – September 30, 2022

Donald Calcagni,

Sep 30, 2022

Article

Cyber Scams to Watch for Over the Holidays

Understanding the cyber scams that have become more prevalent can help protect you this holiday season.

Ron Sharon,

Oct 3, 2022

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