Your Life Your Wealth

November 21, 2024

Minor missteps when planning for retirement can create major difficulty often not realized until you’ve retired. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER™ professional Jason O’Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss several mistakes a planning professional can help you avoid.

November 14, 2024

Resulting from the Secure 2.0 Act of 2022, there are now important changes happening with retirement plans. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by Jaron Carmichael, CPA, PFS, CFP®, AIF®, CPFA®, Director of Mercer Advisors’ Retirement Plan Group, and Tunia Mycyk, CRPS®, AIF®, Regional Vice President, Mercer Advisors. They discuss plan changes regarding enrolment, catch-up contributions, eligibility, and more.

November 7, 2024

Being a child of wealthy parents does not necessarily mean your financial situation with always be easy to manage. Family dynamics are often complicated. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER™ professional Jason O’Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss how open communication among family members and proper planning can be critical when passing wealth to the next generation.

October 31, 2024

Will your investment risk tolerance change as you enter different stages of life? Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER™ professional Jason O’Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss how your view of risk may evolve during your retired years and how it may affect the success of your financial plan?

October 24, 2024

The Internal Revenue Service has recently offered clearer tax guidance on how inherited IRAs are treated by a spouse, surviving child or other beneficiary. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER™ professional Jason O’Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss previous ambiguities in the law, and specific rule changes recently made.

October 17, 2024

Ideas about the preferred approach to wealth building and financial planning can be quite varied when you compare the views of different generations. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER™ professional Jason O’Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss how baby boomers, millennials, gen Xers and others, view financial success and the many ways to attain it.

October 10, 2024

Cash can be an important part of your investment portfolio. How much should you have, and in what vehicles should your cash be held? Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER™ professional Jason O’Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss the role cash can play among of your investments.

October 3, 2024

There are several elements that may be a part of an estate plan. By including even the most basic items in your estate plan, you can help family and friends more easily carry out your wishes. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER™ professional Jason O’Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss the fundamental principles to consider when creating your estate plan.

September 26, 2024

Sometimes people consider moving to states with no income tax because they think living there will be a better deal financially. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER™ professional Jason O’Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss why living in a state with no income tax may actually be more costly due to the various ways some states make up the difference.

September 19, 2024

If there is a significant age disparity between you and your spouse, that difference should be considered as you plan for your retired years. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER™ professional Jason O’Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss the lifestyle and financial issues that may impact a couple when one spouse wants to retire and the other needs to remain in the workforce.