Personal Finance
Discover how to best manage you and your family’s financial resources including planning, budgeting, and investing.
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?
Article
How to Get Started on Your Path to Economic Freedom
Comprehensive wealth management is key to achieving your financial goals.
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.
Podcast
The Five Principles of Finance
What are the most important components to achieve your financial goals - not the stock market or investing.
Podcast
Balance Sheet Basics: What Is It, Why Need It?
What are your financial goals? How do you achieve them?
Podcast
Financial Goal Setting
What are your financial goals? How do you achieve them?
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.
Podcast
Prepare For Impact
The new Tax Laws impact most everyone - find out about the biggest changes that could impact you.
Podcast
Asset Allocation Basics Podcast
Are your assets diversified? Learn how to determine asset allocation that's right for you.
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.
Podcast
Guide to Taxes Podcast
Are your assets diversified? Learn how to determine asset allocation that's right for you.
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.
Podcast
Guide to Insurance Policies Podcast
Life insurance, umbrella policies, disability and long-term care insurance, all can be an important asset protection tool.
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.
Podcast
5 Best 401(k) Practices & Tips: What To Know
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.
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?
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.
Video
Insight on Tax Reform for Our Clients
Learn how the new 2018 tax law changes may impact you, your family, and your business.
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?
Article
Deciding to Retire?
Transitioning to retirement is a key life event. Find out if you are ready with these key questions.
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?
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?
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?
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.
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?
Article
When Should You Update Your Estate Plan?
Congratulations, you have an estate plan. Now you need to keep it updated.
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?
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.
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.
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.
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.
Article
Are You Maximizing Tax Planning for the New Tax Laws?
Tax preparation tips to take advantage of the 2018 tax law benefits.
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.
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.
Podcast
Year-End Tax Planning with Mark Doran Podcast
Identify events that may impact your taxable income, and learn strategies to lower your taxes.
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.
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.
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.
Podcast
Do Women Make Better Investors – with Laura Cuber
Are women better investors than men? Find out how gender-based investing may impact you.
Article
Six Ways to Teach Your Daughter About Money
Tips to help your daughter learn good money habits.
Article
Values and Life Lessons for Estate Planning
Formal family meetings can help facilitate a discussion on values, end of life wishes, and legacy.
Article
The Power of Your Financial Plan
A written financial plan can improve your chances of achieving your goals.
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.
Article
The Benefits of Charitable Giving
Philanthropy serves a critical need for social causes and can provide numerous benefits for the giver.
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.
Article
Using Your Capital Gains for Good
Uncover hidden financial planning opportunities with philanthropy.
Article
HSAs, Retirement & Their Tax Advantages
Maximize retirement savings with an HSA and designate the right beneficiary to ensure tax-free inheritance.
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.
Article
Supercharge Your Retirement Savings
How high-income earners can maximize retirement savings.
Article
Financial Planning for Caretakers of Aging Family
Family caregivers who function as crucial (often invisible) support system for aging family need support too.
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.
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.
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.
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.
Article
How to Protect Yourself in the Digital World
Learn how to protect your data and online accounts from cyberattacks.
Article
End-of-Year Financial Tips
Use these end-of-the-year tips to make sure your financial plan remains on track
Article
Is Now the Time to Overweight Real Estate?
Article
Breaking News: Congress Overhauls Retirement System and Eliminates Stretch for Inherited IRAs
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.
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.
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?
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.
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.
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?
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Webinar
Why Now is the Best Time to Gift to Your Loved Ones
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.
Article
Why Check Your Spending Habits Now?
In crisis situations, managing your spending becomes central especially if you are experiencing reduced income.
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.
Article
3 Keys to Retirement Readiness
Explore key factors to help you feel confident about your retirement.
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.
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.
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.
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.
Article
Exxon and the End of an Era
What Exxon’s delisting from the Dow Jones means for investors.
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?
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.
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.
Article
3 Factors for Special Needs Financial Planning
Protect your loved ones who have special needs by putting a comprehensive plan in place.
Article
3 Questions to Answer for Solar Energy Use
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.
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.
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?
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.
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.
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.
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.
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.
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.
Article
The Best Strategy for Beating Inflation
What’s the best way to beat inflation? CIO Don Calcagni explores stocks, commodities, gold, and more.
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.
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
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.
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.
Article
8 Ways 2021 Taxes May Be Different
From unemployment income to RMDs, many people will have new taxable events affecting their 2021 returns.
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.
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.
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.
Article
4 Tips to Financially Empower Yourself (Or a Woman in Your Life)
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.
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.
Article
Valuable Money Lessons My Mom Taught Me
Hear from women at Mercer Advisors on the most important money lessons their mom taught them.
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.
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