Your Life Your Wealth

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Optimizing Your Social Security Benefits # 431

February 23, 2024

Maximizing Social Security benefits for you and your spouse can be tricky since there are several different options to consider. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by colleague Ryan Flurer, Financial Planner at Mercer Advisors. They discuss Social Security for individuals and married couples and explore several options to help you get the most from this important cashflow source.

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Things To Consider if You Plan to Retire in the Next Year or Two # 430

February 16, 2024

If your retirement is a year or two away, you should be mindful of changes to the current retirement landscape. The changes result from legislative action and the forthcoming sunsetting of some previously enacted tax laws. Today, John Walker, Regional Vice President, Mercer Advisors, discusses the changes that you, and your financial planning team, may consider for you to be appropriately prepared.

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You Can Avoid Less-Than-Stellar Financial Advice # 429

February 9, 2024

In today’s economy, there’s seems to be no shortage of financial advice offered. It may come from friends, family members, co-workers, or even journalists. The problem is that the advice you receive may not be good advice. Today, John Walker, Regional Vice President, Mercer Advisors, discusses some not-so-good advice to avoid, and the value of listening to credentialed professionals.

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Cash is King, but There’s More You Should Know # 428

February 2, 2024

Managing risk and yield within your portfolio in today’s world, with higher interest rates that likely won’t last, can be a challenge. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by Don Calcagni, Chief Investment Officer, Mercer Advisors. They discuss the importance of making the distinction between your short-term cash needs and long-term wealth planning needs.

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The Past, Present and Future of Retirement # 427

January 26, 2024

The modern concept of retirement was a long time in coming and will continue to evolve. Lifestyle changes and longevity have had a significant impact on how we plan for, and live in, retirement. Today, John Walker, Regional Vice President, Mercer Advisors, discusses the history of retirement and its probable future.

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The Value of Knowing Your Net Worth # 426

January 19, 2024

Putting together a net worth statement may be a good starting point for a more accurate understanding of your financial health. Today, John Walker, Regional Vice President, Mercer Advisors, discusses what’s included in a net worth statement and the benefits of having one.

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Feelings About Finances: The Gender Difference # 425

January 12, 2024

Today, a discussion on how gender may impact your feelings toward money and money management.  Kelly Albert, Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ professional at Mercer Advisors joins John Walker, Regional Vice President, Mercer Advisors, to explore the reasons some men and women have differing views on money and investing. Understanding these potential differences could be a first step to a couple’s future financial security.

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Your Investment and Retirement Planning for the New Year # 424

January 5, 2024

Arrival of the New Year may be viewed as an opportunity for a fresh start, a new beginning, or at very least a chance to put your best foot forward. John Walker, Regional Vice President, Mercer Advisors, discusses the importance of placing investment and retirement planning high on your list of “to-dos” for early 2024.

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Your Year End Tax Planning Reminders # 423

December 15, 2023

As the year ends, the holidays arrive and many of us may be busier than ever. But it’s an important time of year to keep your financial wellbeing top of mind. Today, John Walker, Regional Vice President, Mercer Advisors, reminds you of several potentially beneficial tax related moves to consider before the new year arrives.

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The Benefits of an Early Start when Your Family and Advisor Connect # 422

December 8, 2023

Having a multigenerational relationship with your advisor can help your adult children get a solid start with financial planning. Today, John Walker, Regional Vice President, Mercer Advisors, discusses those benefits and the advantages of starting a retirement plan as soon as your career begins.

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