Mercer Advisors
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Year-Round Tax Planning

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

Estate Planning Article

How Upstream Planning Can Help Preserve Generational Wealth

Estate plans often focus on downstream wealth transfer from older to younger generations. Upstream planning challenges that convention and may offer meaningful tax advantages.

Financial Planning Guide

Investing in Horses: Risks, Returns, and How to Integrate Equine Assets Into Your Wealth Plan

A practical guide to investing in horses, including risks, costs, liquidity, and how equine assets fit into a long-term wealth plan.

Tax Planning Guide

A Guide To Long-Term Planning for Long-Short Portfolios

A practical guide to long-short investing, explaining how portfolios evolve, manage taxes, reduce risk, and plan smart options after diversification.

Trustee Services Article

What Is a Trust and When Do You Need One for Your Estate Plan?

Learn the basics of trusts, including revocable and irrevocable options, and discover when establishing a trust makes sense for your comprehensive wealth plan.

An advisor working with a client on a backdoor roth IRA
Retirement Article

Making a Backdoor or Mega Backdoor Roth Contribution in 2026

If you’ve outgrown the direct Roth IRA due to income limits, consider the backdoor and mega backdoor Roth strategies.

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Financial Planning Podcast

Episode 517 – 7 Common Wealth Management Mistakes to Avoid

John Walker and Jason O’Meara discuss the most common wealth management mistakes and how a coordinated financial plan can help you avoid them.

A couple in Washington discussing taxes
Financial Planning Article

Washington Estate Tax Rates Roll Back in 2026

Washington lowered estate tax rates for 2026. See how the change could affect your plan and the people you want to protect.

A couple tax planning with their advisor
Tax Planning Article

Tax Filing vs. Tax Planning: Year Round Tax Planning Matters

Tax planning goes beyond filing to help improve future after tax outcomes.

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.

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Tax Planning Podcast

Episode 514 – Will You Inherit Family Money?

Explore how inheriting money from a family member can be both advantageous and challenging, discussing unforeseen positive and negative effects of wealth inheritance.

A lady handing someone a piece of mail
Tax Planning Article

How USPS Postmark Changes Could Affect Your Tax Filing

New USPS postmark changes may impact tax filing deadlines. Learn how mail delays could trigger penalties and why e-filing can offer greater certainty.

Further Learning

Professions Article

Delta Pilots: 7 Retirement Decisions to Consider

An overview of Delta pilot pension elections, Delta pilot 401k 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.

Market Commentary Article

Surprisingly Strong Earnings Bolster the Stock Market

S&P 500 companies reported surprisingly strong earnings, providing a powerful lift for stocks.

Investment Management Article

What a Stock Split Means for Your Portfolio

Explore how a stock split affects your portfolio and learn comprehensive strategies for managing concentrated positions, tax exposure, and charitable giving.

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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