Your Life Your Wealth

September 17, 2025

If you plan to gift cash or securities to a family member, friend, or charity there may be benefits to share. 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 value of having a tax strategy when giving or receiving financial gifts.

September 3, 2025

It’s not uncommon for some folks to look back on their personal financial history and have some remorse. 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 a recently released Bankrate survey identifying some of the drivers of financial regrets, how they’ve changed over the years, and how to address them.

August 6, 2025

Market volatility may be keeping you on the sidelines, but when is the right time to get back in the markets? 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 FOGI, the emotion that keeps some individuals from investing the markets, which may be driven by the misconception that now may not be the right time. Learn strategies to overcome FOGI.

July 30, 2025

Are you a do-it-yourself investor? Perhaps it’s time to consider an alternative. A new study released by The Vanguard Group shows the intrinsic value of working with a financial advisor. 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 working with a financial advisor can not only help improve your portfolio performance, but also enhance your emotional well-being, reduce stress and save valuable time.

July 23, 2025

Every wonder how your savings, or the value of your 401k, stacks-up against your peers? 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 comparisons of account values to others in your age bracket may have no real relevance to your level of retirement readiness.

July 16, 2025

In additional to salary, bonuses, and medical benefits, deferred compensation is sometimes offered to executive level employees in the form of stock options. 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 importance of properly managing deferred compensation to help ensure maximum financial benefit potential and effective tax treatment.

July 9, 2025

While many of us may be focusing on our summer vacation plans, now may be the right time to take good look at another type of plan, your financial plan. 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 benefits of focusing on several key areas of your financial plan at this time of year.

June 25, 2025

Saving for a child’s education is a propriety for many parents and grandparents. 529 plans can offer distinct opportunities for students and savers. 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 a 529 plan may help students by giving them a financial head-start for their education, while at the same time giving tax benefits to those who save.

June 17, 2025

Having measurable achievable goals is an integral part of wealth planning. Many savers believe those goals should be immovable and remain unchanged. Should they? 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 importance and value of being flexible with your financial goals.

June 11, 2025

If you’re planning for retirement, there are many risks you may face. Among them is the risk of inflation. How will inflation impact your ability to sustain your lifestyle once you are dependent the spending power of your retirement nest egg? 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 strategies for managing inflation risk to your portfolio.