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Medicare Made Simple

With more than 24,000 varieties of Medicare plans in the market, choosing the right plan at the right time can be a complex process. That’s why Mercer Advisors has partnered with Chapter, a leading tech-driven Medicare advisor, to better guide our clients aged 64 and older in optimizing their coverage.

Family & Health Insurance Solutions Retirement Planning Healthcare & Medicare Health Conditions Webinars
Published Nov 9, 2022
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Further Learning

Family & Health Article

Retirement Trusts for Beneficiaries with Special Needs

An overview of how retirement assets can support special needs trust planning, preserve government benefits, and provide long-term financial support for families.

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

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Family & Health Article

Tax-Free Gifting in 2026: What Financial Givers Should Know

Wondering about IRS gift tax rules? We explain annual exclusion, lifetime estate and gift tax exemption, and tax-excluded gifts.

Wealth planning for life’s biggest moments.

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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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