Author: Mercer Advisors

Mercer Advisors

Understanding Accredited Investor Versus Qualified Purchaser

Understanding the Distinction: Accredited Investor Versus Qualified Purchaser

June 24, 2024

Person learning about opportunities for qualified purchasers

The Benefits of Being a Qualified Purchaser

June 17, 2024

Estate Planning with Special Needs Children

Estate Planning for Special Needs Children

May 24, 2024

ESTATE PLANNING FOR SURVIVING SPOUSES

Empowering Surviving Spouses: Strategies for Financial Security and Legacy Preservation

May 16, 2024

ABLE Accounts vs. Special Needs Trusts

ABLE Accounts vs. Special Needs Trusts: Which Do You Need?

May 15, 2024

Guiding adult children to financial independence

Nurturing Financial Independence in Adult Children of Wealthy Families

April 30, 2024

Dreaming of No Tax State Image

Dreaming of a No-Tax State: What to Consider so You Can Avoid Losing Sleep

February 22, 2024

You man walking down the street.

Your Guide to 529 Plan–to–Roth IRA Rollovers

January 16, 2024

Marry Your Medigap, Date your Part D

Marry Your Medigap, Date Your Part D

October 12, 2023

7 Medicare Mistakes to Avoid

7 Medicare Mistakes to Avoid

June 20, 2023

Older couple looking at paperwork in their dining room.

Connecting the Dots on Your Retirement Plan

May 9, 2023

529 plans are great for putting away savings for education, and a few little-known tricks can make them even better.

Five (529 Plan) Hacks to Pay for College

August 10, 2022

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Estate Planning: Navigating the Emotional Journey of Property Transfers Before Saying Goodbye

December 19, 2024

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State-Mandated Retirement Plans: An Overview for Small Businesses

December 18, 2024

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A Gift That Lasts a Lifetime: Help Your Teen Build a Strong Credit History

December 17, 2024

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