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Women Business Owners

Women & Wealth Article

Beyond Business Growth: Wealth Planning for Women Founders

Many women founders face a three-way financial pull. Learn how to help protect personal wealth, optimize taxes, and plan your business exit — all at once.

Women & Wealth Upcoming Webinar

Women & Wealth: Navigating Life’s Financial Transitions

30 Sep 2026 | 12 p.m. ET Register Now

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Women & Wealth Article

Financial Planning for Single Women Over 50

Single women over 50 face distinct retirement challenges. Learn Social Security strategies, long-term care planning, estate planning, and solo income sequencing.

Woman at desk looking at documents
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.

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.

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.

Tax Planning Guide

The Real Estate Agent’s Smart Tax and Retirement Playbook

Understanding your options and making confident decisions can help you build long-term wealth and reduce your tax burden.

Two woman business owners planning
Women & Wealth Article

Exit Planning for Women Business Owners

Guidance for women business owners approaching a sale — covering exit strategy, tax planning, succession, and life after a liquidity event.

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 On-Demand 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.

Women & Wealth On-Demand Webinar

Mercer Advisors Women Talk Money: 2025 Insights

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

female business professional smiling with her arms folded
Women & Wealth Article

Overcoming Challenges Faced by Female Breadwinners

Being a female breadwinner is easier if you have a solid financial plan. Find out why it’s important to your emotional health as well.

FAQs
Women & Wealth FAQ

How do family caregiving responsibilities affect financial planning for women founders?

See the answer
Women & Wealth FAQ

Should I pay myself a salary or take distributions from my business?

See the answer
Women & Wealth FAQ

How do I fund my children’s education when my income comes from my business?

See the answer
Women & Wealth FAQ

What is QSBS and can women founders use it to reduce taxes?

See the answer
Women & Wealth FAQ

How do I protect my personal wealth if my business fails?

See the answer
Women & Wealth FAQ

When should a woman founder start planning for a business exit?

See the answer
Women & Wealth FAQ

What retirement accounts make sense for a self-employed woman founder?

See the answer
Women & Wealth FAQ

How should a woman founder separate personal and business finances?

See the answer

Further Learning

Tax Planning Article

Before You Sell Your Home, Consider This Tax Strategy

Converting your home to a short-term rental before you sell can pair a cost segregation study with the Section 121 exclusion. Here’s how it works.

Investment Management Article

Insights from Our CIO: Diversify Broadly, Both Across and Within Global Asset Classes

The economic science behind why diversifying broadly across and within global asset classes is a core investing principle at Mercer Advisors.

Financial Planning Article

What Comprehensive Financial Planning Can Do for You

Learn what comprehensive financial planning is and how connecting cash flow, taxes, investments, retirement, estate, and insurance can help you reach your goals.

Listen
Retirement Podcast

Episode 527 – Trump Accounts

Bryan Strike joins us to explain Trump Accounts: eligibility, the $1,000 seed, contribution limits, and how they compare to 529 plans for kids’ futures.

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
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Want to learn more about Mercer Advisors?

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