Your Life Your Wealth

January 30, 2025

Many business owners of the baby-boom generation will be selling their companies and moving into retirement over the next twenty years. A large transfer of wealth will result. Help from a professional may be necessary. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by Curt Cyliax, Managing Director and Peter Hissey, Vice President, both of Strategic Exit Advisors, a firm dedicated to helping business owners maximize value and safeguard their legacy during ownership transfers.

January 23, 2025

According to a recent Charles Schwab survey, two-thirds of baby-boomers believe they are in a better position to reach their financial goals than previous generations. Today, John Walker, Regional Vice President, Mercer Advisors, discusses details of the survey and the reasons why many baby boomers have attained such confidence.

January 16, 2025

Can having more money equate to greater satisfaction or contentment? 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 complicated relationship between money and happiness by sharing insights from their professional and personal perspectives.

January 9, 2025

If you depend largely on your investment portfolio to fund your retirement, withdrawing from those accounts during a down market, particularly in the earlier years of your retirement, can affect how long your savings will likely last. 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 strategies you can use to help ease the impact of sequence of return risk.

January 1, 2025

2025 has arrived. Today, John Walker, Regional Vice President, Mercer Advisors, discusses 5 important areas of financial planning and personal finance you may want to contemplate as you ponder resolutions for the new year.

December 19, 2024

Talking about money and finances may sometimes be discouraged when the family is together at the holiday table. But, should such talk really be taboo? 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, to offer some guidance.

December 12, 2024

Many of us are charitable year-round. At holiday time, making charitable donations often takes on additional significance as we count our blessings and strive to help those in need. Today, John Walker, Regional Vice President, Mercer Advisors, discusses ways to make impactful charitable donations and help reduce your annual tax burden.

December 5, 2024

Assessing your tax situation before year-end can uncover various tax planning moves for you to consider. 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 specific strategies that include making charitable donations directly from your IRA, tax loss harvesting, Roth conversions, and others that could help reduce your tax burden for the year.

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.