Mercer Advisors
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Retirement Planning

Retirement Podcast

Episode 523 – Measuring the Success of Your 401(k) Plan

John Walker and Jason O’Meara of Mercer Advisors join retirement specialist Dennis Jablonski to break down the metrics that define 401(k) plan success.

Retirement Guide

The Complete Retirement Income Guide: How to Make  Your Money Last

Explore a comprehensive guide on retirement income planning, including Social Security strategies, withdrawal sequencing, and sequence-of-returns risk.

Couple discussing retirement planning with advisor.
Insurance Solutions Article

Funding LTC Insurance From Your Retirement Plan

SECURE 2.0 created qualified long-term care distributions (QLTCDs), letting retirement plan participants pay LTC insurance premiums without the 10% early withdrawal penalty.

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Retirement Article

HSA: A Retirement Account You’re Probably Underusing

Are you underusing your health savings account? Learn how an HSA’s triple tax advantage can become one of your most powerful retirement planning tools.

Man woman discussing retirement plan
Retirement Article

Smart Strategies to Retire Early: Beyond the FIRE Movement

Learn how you could retire early with the Retire Sooner method. Discover why financial independence goes beyond the FIRE movement’s extreme frugality.

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

Episode 520 – 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

Further Learning

Estate Planning Article

Maryland Estate and Inheritance Tax

Maryland is the only state levying both an estate tax and inheritance tax. Understand thresholds, exemptions, and strategies to protect your estate.

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Women & Wealth Article

What To Do Before and After a Major Wealth Event

A business sale, inheritance, or equity exit changes everything. Learn the steps women should take before and after a major liquidity event.

Investment Management Webinar

Q3 Market Outlook: Markets, Interest Rates, Inflation, and More

In this webinar, Mercer Advisors CIO covers inflation trends, AI’s economic role, interest rates, and long-term portfolio strategies.

Estate Planning Article

Estate Planning for Blended Families: Key Considerations

From qualified terminable interest property (QTIP) trusts to beneficiary designations, discover how a comprehensive estate plan can honor every relationship in your blended family.

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.

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Want to learn more about Mercer Advisors?

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