Mercer Advisors
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Retirement Planning

Investment Management Article

Bond Investing Basics: What Every Investor Should Know

Explore our quick explanation of the bond market. Understand how bond yields, prices, and interest rates can impact your investments and comprehensive financial plan.

What Clients Ask Article

Why One Team Can Simplify Your Financial Life

Mercer Advisors brings wealth planning, investment management, taxes, estate, and retirement under one coordinated team for integrated and aligned financial outcomes.

Professions Article

United Airlines Pilot Retirement: Key Decisions To Consider

Explore key financial decisions for United Airlines pilots to make three to five years before retirement: PRAP strategy, pension elections, and Medicare planning.

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Retirement Podcast

Inflation and Your Retirement Plan

John Walker and Jason O’Meara discuss how inflation can impact the purchasing power of your retirement savings and share strategies to help protect your wealth.

Professions Article

Delta Pilots: 7 Retirement Decisions to Consider

An overview of Delta pilot pension elections, Delta pilot 401(k) strategy, NQDC planning, Social Security timing, insurance gaps, and estate documents for pilots nearing retirement.

Retirement Article

Prepare Today To Help Avoid Working in Retirement Tomorrow

Learn how to overcome the fear of working in retirement. Explore strategies for income stability, healthcare costs, and debt management with Mercer Advisors.

Tax Planning Webinar

Tax Filing Is Not the Same as Tax Planning

In this webinar, we break down proactive tax planning, Roth conversions, and key changes from the One Big Beautiful Bill Act to help reduce your lifetime tax liability.

Tax Planning Article

Tax Strategies for Airline Pilots

Understand taxes for airline pilots — from tax deductions for pilots and 401(k) super-funding to Roth conversions and pension coordination

man meeting with a financial advisor in office, shaking hands
What Clients Ask Article

Questions to Ask When Choosing a Financial Advisor

Looking for a financial advisor? Asking the right questions to find someone who’s going to work in your best interest is key.

Retirement Article

Maximizing Social Security Benefits After Divorce or Loss of Spouse

Divorced spouses and widows may qualify for Social Security benefits based on a former or deceased spouse’s earnings record. Discover strategies to maximize retirement income in 2026.

Retirement Article

Why Getting the First Years Right May Matter Most

Retirement planning should account for more than life expectancy. Learn how to align retirement spending, lifestyle goals, and income strategy with your healthiest and most active years.

Retirement Article

2026 Tax Strategies with Roth Conversions

Discover 2026 Roth conversion strategies to help minimize taxes and maximize retirement savings. Get guidance on timing, tax brackets, RMDs, and estate planning.

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.

Further Learning

Estate Planning Guide

Estate Planning Resource Center

This resource will answer questions about the process, estate planning terms, and what we do at each stage.

Market Commentary Article

When Will Passive Investors Own the Mega-IPOs?

SpaceX, Anthropic, and OpenAI are widely viewed as potential candidates for historic IPOs. Learn how these megacap companies could enter your portfolio through major market indexes.

Professions Article

Incentive Stock Options: From Equity to Tax Strategy for Tech Professionals

Navigate the complexities of incentive stock options (ISOs). Learn about AMT, vesting, and strategic planning to help protect and grow your established wealth.

Estate Planning Article

Minnesota Estate Planning: Strategies for Your Legacy

Minnesota residents face a $3 million estate tax with no spousal portability. Discover trust strategies, lifetime gifting, and tools designed to preserve your legacy.

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.

Explore Our Solutions

Financial Planning
Estate Planning
Tax Planning & Preparation
Insurance Solutions
Investment Management
Trustee Services

Want to learn more about Mercer Advisors?

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