Mercer Advisors
Sharing Knowledge

Single Women

Women & Wealth Article

Risk, Control, and Clarity: Smart Investing for Women

Explore how affluent women define smart investing. We offer advanced strategies for risk management, tax optimization, and legacy planning.

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.

Estate Planning Article

Estate Planning for Widows and Widowers: Strategies for Protecting Your Wealth

Navigate the complexities of widowhood with our comprehensive guide to estate planning. Explore wealth strategies for taxes, trusts, and legacy protection.

Women & Wealth Article

5 Smart Tax Tips for Widows

Explore five smart tax tips for widows — filing status, inherited assets, capital gains, and RMDs — with guidance to help secure your financial future.

Family & Health Guide

A Guide for Widows and Widowers: Your Financial Care Package

A care package to help empower you to embrace your future, while honoring your loved one’s legacy.

Financial Planning Guide

Divorced, Not Derailed: Your Roadmap to Economic Freedom™

Learn how a financial advisor can advocate for your financial future and relieve the burden of stress related to your divorce.

Women & Wealth Article

Financial Independence for Women: A Long-Term Plan

A Women & Wealth outline to financial independence, covering planning, investing, retirement, tax, and estate strategies to build confidence at every stage of life. 

A woman looking out a window
Estate Planning Article

Estate Planning for Women Who Expect to Live — and Lead — Longer

Estate planning for women supports longevity, independence, and leadership by protecting decision making, aligning assets, and keeping plans current as life evolves.

Estate Planning Webinar

Give Smart. Gain Impact. Philanthropy Made Practical and Tax-Savvy

Explore how women define purposeful philanthropy, clarify giving values, and use tax-smart strategies to maximize impact during life and beyond.

A woman working on the family financial plan
Family & Health Article

Becoming the Family Financial Planner: When Leadership Shifts for Women

An empathetic guide for women becoming primary financial decision makers after divorce, inheritance, or a spouse’s illness

Estate Planning Article

10 Estate Planning FAQs for Divorcees

Discover how divorce influences estate and tax planning with guidance and answers to commonly asked questions tailored for those navigating the complexities of marital separation.

woman holding divorce paperwork while speaking to a financial advisor in office
Financial Planning Article

Financial Considerations for Women Navigating Divorce

Divorcing women can sometimes overlook the financial impact of divorce. Find out how you can achieve financial independence.

Women & Wealth Webinar

Mercer Advisors Women Talk Money: 2025 Insights

Listen and watch as we provide key insights that women should consider for 2025.

Further Learning

Investment Management Webinar

Your Money, Your Values: Aligning Your Portfolio with Your Priorities, Goals, and Real Life

In this webinar, we explore values-based investing strategies, from ESG funds to legacy planning, tailored for women at every life stage.

Listen
Insurance Solutions Podcast

Episode 521 – Importance of Disability Insurance

Discover why disability insurance is a critical but overlooked part of any financial plan and how to choose the right coverage for your income.

Work & Business Article

Strategic Exit Planning for Business Owners

Explore comprehensive exit planning strategies for business owners. Learn how to coordinate valuation, tax optimization, and succession planning to help support a smoother transition.

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.

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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