Your Life Your Wealth

March 24, 2023

During our working years, some of us look ahead with great anticipation to retirement. We look forward to leisure time, relaxation, and a flexible schedule. For some however, the freedoms and benefits of retirement aren’t as expected. Filling your time, finding a purpose, remaining relevant and engaged in life are a few of the challenges we may face. Un-Retiring may be an option. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by Richard Eisenberg, a formerly retired writer and editor who returned to the workforce on his own terms and shares his experiences.

March 17, 2023

In creating a thorough financial plan, consideration is given to many areas of your financial life. Understanding your current economic condition along with your priorities, helps create a clear and measurable path with a higher probability of success. Today, two Mercer Advisors’ Regional Vice Presidents, John Walker and Kevin Dillon, define and discuss the benefits of unified financial planning.

March 10, 2023

For some, tax season is one of the most stressful times of the year. CFN's Tim Joseph, CERTIFIED FINANCIAL PLANNER™ professional and CPA at Mercer Advisors, joins John Walker, Regional Vice President, Mercer Advisors, to talk taxes. Whether you’re compiling information for your tax preparer or you are a do-it-yourselfer, Tim’s tips may help make the process easier.

March 3, 2023

Whether you’re focusing on retirement planning or saving for a particular expenditure, you need a good strategy to help reach your goals. John Walker, Regional Vice President, Mercer Advisors, discusses several ways to help improve your saving efforts and ensure that the money you’re accumulating is working effectively for you

February 24, 2023

With the SECURE 2.0 Act signed into law, there are many changes that can impact your retirement planning over the next few years. Mercer Advisors’ John Walker, Regional Vice President, and Mercer Advisors’ Dennis Jablonoski Certified Retirement Plan Specialist, discuss some of these revisions. There are new opportunities regarding required minimum distributions, workplace retirement plans, educational savings plans and more. If you’d like more in-depth information on SECURE 2.0 Act from Mercer Advisors please click here.

February 17, 2023

There are no age restrictions on contributing to a Roth IRA, so the interest and dividends on a child’s retirement contributions can also grow federally tax-free. You can even super-charge their savings with matching contributions, and teach them the power of compound interest. John Walker, Regional Vice President, Mercer Advisors, welcomes Tim Joseph, Mercer Advisors’ CERTIFIED FINANCIAL PLANNERTM professional and CPA, to discuss the many benefits of a very early start to retirement planning with a Roth IRA for your son or daughter.

February 10, 2023

The discussion of an adult child helping with a parent’s finances as they age can be very difficult, even if all family members are on the same page. Today, John Walker, Regional Vice President, Mercer Advisors, shares tips on how to make the financial caregiving conversation and transition less stressful by making it a slow process, seeking appropriate advice, and keeping your parent’s best interest as the primary goal.

February 3, 2023

Your life can change dramatically through marriage, having children, losing your job, death of a loved one or in countless other unimagined ways. Having a plan in place for the financial security of your future is a smart strategy, but your willingness to adjust that plan and pivot based on the curve balls life throws your way is an even smarter strategy. John Walker, Regional Vice President, Mercer Advisors, frequently discusses the importance of planning, but today he explains why you should consider re-evaluating those plans.

January 27, 2023

No matter what age or stage of life, there is likely to be trouble or strife that you must deal with. It’s the natural order of things. That’s life. Your employment status, politics, rising interest rates and all that you face in your personal life may cause you to be feeling uneasy or uncertain about the future. Today, Cordasco Financial Network’s John Walker, Regional Vice President, Mercer Advisors, is joined once again by Behavioral Economist Dr. Sarah Newcomb. They discuss best practices for managing uncertainties, particularly those related to your finances.

January 20, 2023

Purchasing a home, particularly a first home, can be a stressful time. Parents often want to help. Selecting a home, determining a down payment, getting a mortgage, arranging inspections and other important considerations mean home buyers need guidance from both real estate professionals and financial professionals. Parents frequently offer monetary assistance with the purchase, but their financial involvement must be carefully planned and managed in order to benefit their children and themselves. Cordasco Financial Network’s John Walker, Regional Vice President, Mercer Advisors, is joined by Megan Kelly, Real Estate Professional with Compass Realty in Havertown, PA, along with CFN's Tim Joseph, CERTIFIED FINANCIAL PLANNER™ professional and CPA, at Cordasco Financial Network.