Wealth Management Archives | Mercer Advisors https://www.merceradvisors.com/tag/wealth-management/ Find Your Path to Economic Freedom Tue, 01 Jul 2025 12:58:21 +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 Wealth Management Archives | Mercer Advisors https://www.merceradvisors.com/tag/wealth-management/ 32 32 How Much Can You Give in 2025 Without Paying Gift Tax? https://www.merceradvisors.com/insights/taxes/how-much-can-you-give-in-2025-without-paying-gift-tax/ Mon, 30 Jun 2025 21:03:14 +0000 https://www.merceradvisors.com/?p=28652 The post How Much Can You Give in 2025 Without Paying Gift Tax? appeared first on Mercer Advisors.

]]>
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.

]]>
Your Mid-Year Financial Check-In: 5 Tips To Stay on Track https://www.merceradvisors.com/insights/personal-finance/your-mid-year-financial-check-in-5-tips-to-stay-on-track/ Thu, 05 Jun 2025 12:38:01 +0000 https://www.merceradvisors.com/?p=27148 The post Your Mid-Year Financial Check-In: 5 Tips To Stay on Track appeared first on Mercer Advisors.

]]>
Wisdom from Mom: Financial Lessons That Last a Lifetime https://www.merceradvisors.com/insights/personal-finance/financial-wisdom-from-mom/ Fri, 09 May 2025 14:33:15 +0000 https://www.merceradvisors.com/?p=25214 The post Wisdom from Mom: Financial Lessons That Last a Lifetime appeared first on Mercer Advisors.

]]>
Minimizing Taxes on Investment Gains: A Guide for High-Net-Worth Investors https://www.merceradvisors.com/insights/taxes/minimizing-taxes-on-investment-gains-a-guide-for-high-net-worth-investors/ Tue, 08 Apr 2025 12:20:00 +0000 https://www.merceradvisors.com/?p=23876 The post Minimizing Taxes on Investment Gains: A Guide for High-Net-Worth Investors appeared first on Mercer Advisors.

]]>
What To Know About Estate Tax Exemptions in 2025 https://www.merceradvisors.com/insights/trust-estate/what-to-know-about-estate-tax-exemptions-in-2025/ Tue, 01 Apr 2025 16:08:36 +0000 https://www.merceradvisors.com/?p=23398 The post What To Know About Estate Tax Exemptions in 2025 appeared first on Mercer Advisors.

]]>
Navigating Financial and Emotional Surprises in Retirement https://www.merceradvisors.com/insights/taxes/navigating-financial-and-emotional-surprises-in-retirement/ Tue, 11 Mar 2025 14:05:26 +0000 https://www.merceradvisors.com/?p=22350 The post Navigating Financial and Emotional Surprises in Retirement appeared first on Mercer Advisors.

]]>
Understanding Potential Income, Estate, and Gift Tax Changes Under the Trump Administration https://www.merceradvisors.com/insights/personal-finance/understanding-potential-income-estate-and-gift-tax-changes-under-the-trump-administration/ Mon, 10 Mar 2025 13:52:27 +0000 https://www.merceradvisors.com/?p=22312 The post Understanding Potential Income, Estate, and Gift Tax Changes Under the Trump Administration appeared first on Mercer Advisors.

]]>
Protecting Seniors From Fraud: Common Scams and Practical Safeguards  https://www.merceradvisors.com/insights/family-finance/protecting-seniors-from-fraud-common-scams-and-practical-safeguards/ Tue, 21 Jan 2025 18:32:09 +0000 https://www.merceradvisors.com/?p=19496 The post Protecting Seniors From Fraud: Common Scams and Practical Safeguards  appeared first on Mercer Advisors.

]]>
Is Your IRA Provider Discontinuing Accounts: Understand Your 3 Options  https://www.merceradvisors.com/insights/retirement/is-your-ira-provider-discontinuing-accounts-understand-your-3-options/ Thu, 16 Jan 2025 22:27:57 +0000 https://www.merceradvisors.com/?p=19400 The post Is Your IRA Provider Discontinuing Accounts: Understand Your 3 Options  appeared first on Mercer Advisors.

]]>
6 Proven Habits for a Financially Secure Retirement  https://www.merceradvisors.com/insights/retirement/6-proven-habits-for-a-financially-secure-retirement/ Thu, 12 Dec 2024 17:45:21 +0000 https://www.merceradvisors.com/?p=16191 The post 6 Proven Habits for a Financially Secure Retirement  appeared first on Mercer Advisors.

]]>
Will Your Monthly Medicare Premiums Rise in 2025? It Depends on Your Income https://www.merceradvisors.com/insights/retirement/medicare-premiums-and-your-income-what-you-need-to-know/ Wed, 13 Nov 2024 15:00:00 +0000 https://www.merceradvisors.com/?p=7113 The post Will Your Monthly Medicare Premiums Rise in 2025? It Depends on Your Income appeared first on Mercer Advisors.

]]>