Mercer Advisors

Tuesday Tip | Corporate executives plan with complexity in mind. Corporate executives often manage financial complexity that goes well beyond a paycheck. Equity compensation, tax timing, regulatory considerations, and legacy planning can all move at once. These moving parts can introduce tax considerations, concentration risk, and timing decisions that may benefit from a more integrated approach than traditional wealth management alone. At Mercer Advisors, we provide comprehensive wealth management and financial planning designed to support complex financial needs alongside leadership responsibilities. Learn more: https://buff.ly/LV5rbsu

We’re thrilled to welcome Charter Oak Capital Management to Mercer Advisors. Based in Portsmouth, New Hampshire, Charter Oak is known for its holistic approach to wealth management, bringing together integrated investment management with coordinated tax and estate planning to help clients make smarter, more confident financial decisions. “Charter Oak exemplifies the type of high-quality, fiduciary firm that strengthens our ability to serve clients and be deeply connected to their communities in meaningful ways,” said Dave Welling, CEO of Mercer Advisors. This expansion strengthens our ability to deliver comprehensive planning across New England, including the New Hampshire Seacoast, Massachusetts, and Maine, while reinforcing our commitment to helping families navigate financial challenges. Learn more about partnerships and the team here: https://buff.ly/wWNEcg2

Meet the Advisor Behind the Advice: John Freemire, CFP®. John’s passion for financial planning was shaped early, growing up in Eastern Iowa with two entrepreneur parents who instilled a strong Midwest work ethic and a curiosity about finance and economics. That foundation continues to guide how he works with clients. As a CERTIFIED FINANCIAL PLANNER® professional and shareholder at Mercer Advisors, John focuses on helping clients build understanding through education so they can stay the course when markets change. Learn more about John and how we help build plans that reflect the life you’re working toward. https://buff.ly/fT2keXk

Divorce may bring changes that extend beyond personal and financial considerations. In some situations, estate and tax planning may also come into focus. Topics such as marital deductions, portability, tax brackets, and filing considerations can vary based on individual circumstances and may warrant a closer look. In our latest article, Jenna Elliott answers ten common questions people often ask about estate and tax planning around divorce, highlighting areas that may be worth reviewing before and after the process. https://buff.ly/BSeF2Nk

Missed our latest Women & Wealth webinar: Give Smart. Gain Impact. Philanthropy Made Practical and Tax-Savvy? No problem. The replay is now available. Hear from Dominique Langerman, MPA, CAP®, Regional Vice President, Endowments & Foundations, alongside Tunia Mycyk, CRPS® AIF®, Regional Vice President, and Laura Combs, CFP®, MBA, Executive Managing Partner and Head of Women & Wealth at Mercer Advisors, as they explore practical philanthropic strategies. Watch the replay to hear insights on: 🔹Integrating charitable giving into long-term wealth plans 🔹Tax-smart approaches to donations 🔹Building a legacy aligned with your values Watch now: https://buff.ly/NfiSylt

What an exciting start to the college basketball tournament season. 🏀 Brackets are breaking, new stars are being born, and underdogs are making noise. That kind of unpredictability is part of the fun on the court, but it does not belong off the court in your financial plan. That is where a leading seeded team like Mercer Advisors comes in. Your team of advisors and specialists, financial planners, investors, accountants, and estate strategists, we work together to create your financial game plan that aims to go the distance. Learn how preparation and the right team can help support your long-term goals. https://buff.ly/Gp5xvCh

Women’s History Month invites us to reflect on how, for many women, financial planning is about more than numbers. It’s about aligning choices with values, family priorities, and the future they want to shape. That influence continues to grow. According to widely cited 2024 research, women in the United States are expected to control an estimated 34 trillion dollars in assets by 2030. Learn how Mercer Advisors supports women with coordinated planning across every stage of life. Call 888‑676‑5710 or contact us online to schedule a consultation. https://buff.ly/op4b1La

Great planning is built on strong communication. As this client says what stands out most to them is how easy it is to connect when they need support or have a question. “A simple phone call or email gets us what we need.” – Ann D. That level of accessibility helps build trust and a strong partnership over time. To learn more about Mercer Advisors, contact us today. https://buff.ly/cR8Bqia

The past few weeks have been marked by sharp swings in investor sentiment, driven largely by the Iran war and mixed signals from the U.S. labor market. Looking beyond the headlines and into companies’ earnings reports shows markets entered this period with underlying fundamental strength. In our latest market commentary, David Krakauer, CFA®, CRPS®, examines how recent quarterly reports show U.S. companies were well positioned heading into the current international turmoil. Read more: https://buff.ly/QOng0ua

Up until April 15, unmarried couples can often double their total HSA contributions, unlike married couples. Because each partner is treated as a separate taxpayer, both may be eligible to contribute up to the full family HSA limit to their own account, if they have High-Deductible Health Plan (HDHP) family coverage. Understanding the rules for optimizing contributions can help couples make more informed decisions. Read our latest article by Steve Elliott, CPA, MST, to learn how HSAs can serve as a tax-advantaged savings tool for unmarried couples. https://buff.ly/kp0S1VQ