Personal Finance

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

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

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

How to Protect Yourself in the Digital World

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

Ron Sharon, William Nelson,

Dec 3, 2019

Article

Prepare for Natural Disasters by Planning Ahead

You can’t predict a natural disaster, but having the right coverage and paperwork helps ensure your assets are protected.

Kara Duckworth,

Dec 3, 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

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

The Rise of Socially Responsible Investing

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

To Max Retirement Savings Think HSA

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

Frances Smith,

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

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

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

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

The Power of Your Financial Plan

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

Laura Combs,

Mar 1, 2019

Article

Six Ways to Teach Your Daughter About Money

Tips to help your daughter learn good money habits.

Jessica Caruso, CFP®,

Mar 1, 2019

Article

Episode 43: Do Women Make Better Investors?

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

Doug Fabian, Laura Cuber, CFP®,

Feb 26, 2019

Podcast

Asset Manager or Wealth Manager: 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

Article

Episode 42: Time to Reset 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

Podcast

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

Episode 40: How to 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

Podcast

Episode 38: Year-end Tax Planning 2018

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

Doug Fabian,

Nov 27, 2018

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

Podcast

Episode 34: How to Fund College without Going Broke

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

Podcast

Episode 33: The Power of the Plan

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

Podcast

Episode 32: Why Cash Flow Matters

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

Podcast

Episode 26: 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

Podcast

Episode 27: What You Need to Know About Medicare

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

Podcast

Episode 24: What You MUST Know About Social Security and 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

Podcast

Episode 23: Women and Money: The Kara Duckworth Interview

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

Podcast

Episode 21: The Keys to Wealth Management

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

Podcast

Episode 20: Key Attributes of a Successful Investor with 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

Podcast

Episode 19: Lost Planning Opportunities with 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

Podcast

Episode 16: What You Need to Know About Your 401(k)

Doug Fabian,

Apr 28, 2018

Podcast

Episode 18: Building Your Framework for Retirement

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

Doug Fabian,

Apr 29, 2018

Podcast

Episode 12: 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

Podcast

Episode 11: Insurance Policies and What You Need to Know

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

Doug Fabian,

Apr 12, 2018

Podcast

Episode 9: Paying Your Fair Share in Taxes

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

Doug Fabian,

Mar 16, 2018

Podcast

Episode 8: The Most Important Investment Decisions You Will Ever Make

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

Doug Fabian,

Feb 6, 2018

Podcast

Episode 6: To Spend or Not to Spend

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

Podcast

Episode 5: Know Where You Stand, so You Can See Where You’re Going

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

Doug Fabian,

Nov 17, 2017

Podcast

Episode 4: The Answer Will Define Your Goals

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

Doug Fabian,

Nov 17, 2017

Podcast

Episode 2: Unveiling the Real Aspects

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

Doug Fabian,

Nov 14, 2017

Podcast

Episode 1: What’s It All About?

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

Doug Fabian,

Nov 7, 2017

Podcast

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

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

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

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

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

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

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

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

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

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

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

Article

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

Personal Finance

Sign up to receive insights delivered directly to your inbox:

Is Now the Time to Overweight Real Estate?

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

End-of-Year Financial Tips

How to Protect Yourself in the Digital World

Prepare for Natural Disasters by Planning Ahead

It’s a Bull Market, Do I Sell?

What’s Going on with the Repo Market?

The Rise of Socially Responsible Investing

Supercharge Your Retirement Savings

Financial Planning for Caretakers of Aging Family

To Max Retirement Savings Think HSA

Empowering Stay-At-Home Moms with Financial Knowledge

The Benefits of Charitable Giving

Using Donor-Advised Funds to Give with Intention

529 vs Coverdell: Saving for College

Using Your Capital Gains for Good

The Power of Your Financial Plan

Six Ways to Teach Your Daughter About Money

Episode 43: Do Women Make Better Investors?

Asset Manager or Wealth Manager: Is There a Difference?

Episode 42: Time to Reset Your Financial Goals for 2019

Values and Life Lessons for Estate Planning

Episode 40: How to Prepare for a Successful 2019

Episode 38: Year-end Tax Planning 2018

Prepare For Impact

Episode 34: How to Fund College without Going Broke

Episode 33: The Power of the Plan

Episode 32: Why Cash Flow Matters

Episode 26: Are You Where You Want to Be?

Episode 27: What You Need to Know About Medicare

Episode 24: What You MUST Know About Social Security and Medicare

Episode 23: Women and Money: The Kara Duckworth Interview

Episode 21: The Keys to Wealth Management

Episode 20: Key Attributes of a Successful Investor with Don Calcagni

Episode 19: Lost Planning Opportunities with Drew Kanaly

Episode 16: What You Need to Know About Your 401(k)

Episode 18: Building Your Framework for Retirement

Episode 12: Rebooting Your Financial Goals for 2018

Episode 11: Insurance Policies and What You Need to Know

Episode 9: Paying Your Fair Share in Taxes

Episode 8: The Most Important Investment Decisions You Will Ever Make

Episode 6: To Spend or Not to Spend

Episode 5: Know Where You Stand, so You Can See Where You’re Going

Episode 4: The Answer Will Define Your Goals

Episode 2: Unveiling the Real Aspects

Episode 1: What’s It All About?

Optimize Your Business Tax Planning for the New Tax Laws

Portfolio Management to Navigate a Stock Market Correction

5 Ways to Reduce Your Taxes in 2018

The Burden of Income Tax Is Going to Get Worse

5 Questions You Need to Ask Right Now About Your Finances

How to Get Started on Your Path to Economic Freedom

Four Reasons to Consider a Roth IRA vs Traditional IRA

Asset Protection through Diversification: Revisiting an Old Friend

Are You Maximizing Tax Planning for the New Tax Laws?

When Should You Update Your Estate Plan?

General Electric: Three Lessons for Advisors, Investors

Deciding to Retire?

Insight on Tax Reform for Our Clients

Talk to Us.

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