Mercer Advisors

A big thank you to InvestmentNews for naming us an Excellence Awardee for Gender Diversity & Inclusion for their Women to Watch Awards! We’re proud that half of our client-facing team is comprised of women, and our employee resource groups are dedicated to creating an inclusive space. At Mercer Advisors, we believe in supporting and empowering everyone. Learn more here: https://buff.ly/3XAzz7X #INW2W #WomenandWealth

Yesterday, Kara Duckworth, CFP shared at the #DeVoeMASummit24 her expertise on how RIA firms can prepare for a successful transaction by developing a succession plan that should be a cornerstone of a firm's long-term business strategy. Thank you to DeVoe & Company for welcoming our team to the stage!

We are currently in the midst of the largest intergenerational wealth transfer in the nation’s history, and the pace of that transfer is likely to accelerate in the coming years. "Your estate plan should be designed to transfer assets to your beneficiaries in the most orderly, economical, and tax-efficient way possible, while minimizing the potential for conflict, and, perhaps most importantly, ensuring that your wishes and intent are faithfully executed," shares Logan Baker, Lead, Sr. Wealth Strategist. How confident are you that your estate plan is up-to-date?

Saving for retirement is a crucial aspect of financial planning, and employer-sponsored retirement plans, such as a 401(k), offer a valuable opportunity to build a nest egg for retirement. When participating in a 401(k) plan, a major decision, if your employer offers it, is whether to contribute to a Roth 401(k) or a Traditional 401(k). Learn more about the differences here: https://buff.ly/3x56WVM

Our Dallas Park Cities branch recently hosted our annual 2024 Economic Update, where CIO Donald Calcagni provided valuable insights into the current economic climate. This year’s event brought together clients, prospects, and centers of influence from across our network. Top two key takeaways: ??The future of Social Security is in question, with the potential for funds to run out by 2035, impacting long-term retirement planning. ??Presidential elections have historically had minimal impact on the stock market, offering valuable perspective in client conversations during election seasons. We’re proud to have hosted this local event annually for over a decade, supporting those in our community with up-to-date insights. Thank you to all who helped make this year’s event a success!

Kimberly Foss, states, "When women have a financial plan in place, they can succeed at independence, wealth, and retirement goals with life-stage strategies." Agree? Tag a woman you would like to empower today!

In today’s economy, sticking to a budget is more challenging than ever. As costs continue to rise, effective budgeting and tracking strategies are essential to maintaining financial stability. At Mercer Advisors, we provide tools and guidance to help you manage your spending and stay on track with your financial goals. Explore our latest article below for insights on smart budgeting strategies.

Today, we pause to honor the resilience and unity that emerged in the face of tragedy on September 11, 2001. As we remember the lives lost, the first responders who risked everything, and the communities that came together, let's also reflect on the strength we find in one another, especially in times of adversity. #NeverForget #911Remembrance #UnitedWeStand

Advisors, join us at Future Proof Festival on September 17 for a panel discussion on women and wealth management including our very own Laura Combs, CFP?, MBA. The group will discuss strategies to engage with female clients, a growing sector that deserves more attention from the industry. Learn more here: https://buff.ly/3Ae15z8

?? Open Invite! Join us for a special webinar event. As key provisions of the 2017 Tax Cuts and Jobs Act are set to expire in December 2025, staying ahead of the curve is essential for effective financial planning. Join our upcoming webinar, "Countdown to TCJA Expiration: Tax Strategies for 2024 and Beyond," to learn how these changes may affect your tax strategies and long-term financial goals. Our specialists will guide you through potential scenarios and actionable strategies for mitigating tax impact in the coming years. Register now: https://buff.ly/47gfgQA