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?
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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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 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
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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, CFP®,
Mar 1, 2019
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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
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Article
The Power of Your Financial Plan
A written financial plan can improve your chances of achieving your goals.
Laura Combs,
Mar 1, 2019
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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
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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
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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
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Article
Using Your Capital Gains for Good
Uncover hidden financial planning opportunities with philanthropy.
Jennifer Baick,
May 21, 2019
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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
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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
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Article
Supercharge Your Retirement Savings
How high-income earners can maximize retirement savings.
Glen Minton,
Sep 5, 2019
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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
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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
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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
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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
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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
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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
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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
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Article
Is Now the Time to Overweight Real Estate?
Donald Calcagni,
Dec 19, 2019
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Article
Breaking News: Congress Overhauls Retirement System and Eliminates Stretch for Inherited IRAs
Jeremiah H. Barlow,
Dec 23, 2019
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Article
Surviving Your Kid’s Wedding
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,
Feb 5, 2020
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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, CFP®,
Apr 30, 2020
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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
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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
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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
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Article
Now is the Best Time for Gifting
Now may be the best time to review your gifting strategy due to these three factors.
Jeremiah H. Barlow,
May 14, 2020
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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
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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
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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
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Article
3 Keys to Retirement Readiness
Explore key factors to help you feel confident about your retirement.
William McNutt,
Jun 9, 2020
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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
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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
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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
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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
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Article
Battle of the 401(k): Roth vs Traditional?
Is a Roth 401(k) better than the traditional 401(k)?
Christopher Blakely,
Aug 24, 2020
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Article
Exxon and the End of an Era
What Exxon’s delisting from the Dow Jones means for investors.
Donald Calcagni,
Aug 26, 2020
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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
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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.
Alise Kraus, Kristen Kestel,
Aug 31, 2020
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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
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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
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Article
3 Questions to Answer for Solar Energy Use
Judy McNary,
Oct 7, 2020
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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
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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
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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
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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
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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
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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
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