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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.

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

a woman is standing next to a window, drinking coffee
Estate Planning Article

Shaping Your Legacy After the Loss of a Spouse

As a widow, you can honor gifting values you shared with your spouse, embrace new ones, or both. Get guidance for how to move forward.

Person reviewing new RMD rules for inherited retirement plans
Retirement Article

New RMD Election for Inherited Retirement Plans: A Guide for Surviving Spouses 

In 2024, RMDs on inherited retirement plans became more complex. Learn about the new “spousal election” options.

The Value of a Financial Partner
Women & Wealth Article

The Value of a Financial Partner for Women Who Want to Build Wealth

It’s never too late to take control of your financial future. Married, single, divorced, or widowed? You can feel empowered to act.

A woman rethinking retirement
Financial Planning Article

Rethinking Retirement for Women

Women may end up spending the second half of retirement alone — due to longevity or divorce. But you can still thrive financially.

Women thinking about Financial advice for suddenly single women
Women & Wealth Article

Financial Advice for Suddenly Single Women: How to Feel Empowered

Take steps to understand your finances and feel empowered if you are, or could become, a single woman through death or divorce.

Women & Wealth Guide

An Essentials Checklist for the Recently Widowed

This comprehensive checklist guides recently widowed individuals through immediate and long-term financial steps, from claiming benefits to updating estate plans.

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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