Educational Planning Archives | Mercer Advisors https://www.merceradvisors.com/tag/educational-planning/ Find Your Path to Economic Freedom Fri, 13 Jun 2025 13:40:42 +0000 en-US hourly 1 https://wordpress.org/?v=6.7.2 https://www.merceradvisors.com/wp-content/uploads/2024/04/MER_Web-Favicon_01b_512x512-150x150.png Educational Planning Archives | Mercer Advisors https://www.merceradvisors.com/tag/educational-planning/ 32 32 Beyond Fees: What to Consider When Hiring a Wealth Advisor https://www.merceradvisors.com/insights/personal-finance/understanding-advisor-fees-2/ Thu, 12 Jun 2025 17:16:41 +0000 https://www.merceradvisors.com/?p=10570 The post Beyond Fees: What to Consider When Hiring a Wealth Advisor appeared first on Mercer Advisors.

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Questions to Ask When Choosing a Financial Advisor https://www.merceradvisors.com/insights/personal-finance/questions-to-ask-when-choosing-a-financial-advisor/ Thu, 12 Jun 2025 17:08:59 +0000 https://www.merceradvisors.com/?p=27763 The post Questions to Ask When Choosing a Financial Advisor appeared first on Mercer Advisors.

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Navigating 529 Plans: 11 Features You Need To Know https://www.merceradvisors.com/insights/personal-finance/navigating-529-plans-11-features-you-need-to-know/ Thu, 29 May 2025 19:40:19 +0000 https://www.merceradvisors.com/?p=26663 The post Navigating 529 Plans: 11 Features You Need To Know appeared first on Mercer Advisors.

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11 Factors to Consider in an Early Retirement Package https://www.merceradvisors.com/insights/retirement/11-factors-to-consider-in-an-early-retirement-package/ Thu, 22 May 2025 13:23:42 +0000 https://www.merceradvisors.com/?p=26287 The post 11 Factors to Consider in an Early Retirement Package appeared first on Mercer Advisors.

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Making a Backdoor or Mega Backdoor Roth Contribution in 2025 https://www.merceradvisors.com/insights/retirement/making-a-backdoor-or-mega-backdoor-roth-contribution-in-2025/ Thu, 15 May 2025 13:21:20 +0000 https://www.merceradvisors.com/?p=25699 The post Making a Backdoor or Mega Backdoor Roth Contribution in 2025 appeared first on Mercer Advisors.

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Don’t Leave Retirement Money Behind — How To Find Old 401(k) Accounts https://www.merceradvisors.com/insights/retirement/dont-leave-retirement-money-behind-how-to-find-old-401k-accounts/ Wed, 14 May 2025 00:41:00 +0000 https://www.merceradvisors.com/?p=25579 The post Don’t Leave Retirement Money Behind — How To Find Old 401(k) Accounts appeared first on Mercer Advisors.

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How to Maximize Social Security Benefits: Tips for High Earners https://www.merceradvisors.com/insights/retirement/how-to-maximize-social-security-benefits-tips-for-high-earners/ Tue, 06 May 2025 21:03:41 +0000 https://www.merceradvisors.com/?p=25057 The post How to Maximize Social Security Benefits: Tips for High Earners appeared first on Mercer Advisors.

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Does Your Homeowners Insurance Protect You From Natural Disasters? https://www.merceradvisors.com/insights/insurance-protection/does-your-homeowners-insurance-protect-you-from-natural-disasters/ Mon, 05 May 2025 14:45:59 +0000 https://www.merceradvisors.com/?p=24920 The post Does Your Homeowners Insurance Protect You From Natural Disasters? appeared first on Mercer Advisors.

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Navigating a Layoff With Clarity and Confidence https://www.merceradvisors.com/insights/personal-finance/navigating-a-layoff-with-clarity-and-confidence/ Thu, 01 May 2025 14:08:00 +0000 https://www.merceradvisors.com/?p=24756 The post Navigating a Layoff With Clarity and Confidence appeared first on Mercer Advisors.

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Financial and Lifestyle Challenges of Gray Divorce https://www.merceradvisors.com/insights/family-finance/financial-and-lifestyle-challenges-of-gray-divorce/ Thu, 27 Mar 2025 20:42:55 +0000 https://www.merceradvisors.com/?p=23150 The post Financial and Lifestyle Challenges of Gray Divorce appeared first on Mercer Advisors.

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How To Build Retirement Savings Later in Life https://www.merceradvisors.com/insights/retirement/how-to-build-retirement-savings-later-in-life/ Wed, 26 Mar 2025 14:59:16 +0000 https://www.merceradvisors.com/?p=23007 The post How To Build Retirement Savings Later in Life appeared first on Mercer Advisors.

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Social Security Fairness Act: What To Know About the Repeal of WEP and GPO https://www.merceradvisors.com/insights/retirement/social-security-fairness-act-what-to-know-about-the-repeal-of-wep-and-gpo/ Mon, 24 Mar 2025 13:43:42 +0000 https://www.merceradvisors.com/?p=22904 The post Social Security Fairness Act: What To Know About the Repeal of WEP and GPO appeared first on Mercer Advisors.

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