Your Life Your Wealth

September 12, 2024

Pay your fair share, of course, but why pay more in taxes than necessary? Did you know that paying the least amount of tax in a calendar year may not be part the best strategy for your overall tax planning efforts. 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 tax planning and tax optimization can be essential components of your retirement plan.

September 5, 2024

The number of retirees going back to work, full or part-time, is on the rise. Some return for financial reasons, others to resume professional and social engagement. Today, John Walker, Regional Vice President, Mercer Advisors, discusses the benefits of returning to work after retirement, but also offers some cautionary notes you may not have considered.

August 22, 2024

Roth IRAs offer tax advantages for younger workers, but they also offer benefits you may consider as you approach retirement. 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 broad range of financial benefits, and some of the restrictions, associated with the Roth IRA.

August 15, 2024

Are you focusing solely on “the numbers” when determining your investment success? Perhaps you should reconsider. There are many other aspects of financial planning that deserve your attention. 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 it’s necessary to look at the bigger picture when planning for your retired years.

August 8, 2024

Maintaining a balanced portfolio is an important part of your investment strategy. There are times, due to a surge in one market sector for example, where you may find your portfolio too heavily weighted in one company or type of investment. 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 actions you may consider when your portfolio becomes less diversified due to the normal functions of the stock market.

August 1, 2024

Retiring early is the dream of many, but delaying your planned retirement may offer an upside. 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 benefits you may experience by extending your working years.

July 25, 2024

The baby boom generation is the wealthiest in U.S. history. As the boomers age beyond retirement and pass their wealth to their heirs, collectively our country will experience the largest ever transfer of wealth. Today, John Walker, Regional Vice President, and Jason O’Meara, CERTIFIED FINANCIAL PLANNER™ professional, Wealth Advisor and Sr. Director, are joined by Adam Oliver, Wealth Advisor, Mercer Advisors. They discuss Adam’s recently published analysis on how this great transfer of baby boomer’s wealth will likely impact the lives of millennials.

July 18, 2024

Diligent saving for your retired years doesn’t mean you need to miss out on life’s pleasures. 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 ways to help you strike the right balance between enjoying life today and planning for tomorrow.

July 11, 2024

We’ve all heard them and frequently abide by them. While these rules are created with the best of intentions, blindly following popular investment rules of thumb may not always be your best decision. 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 additional rules of thumb that deserve careful analysis before being followed.

June 27, 2024

Rules of thumb. We’ve all heard them and frequently abide by them. While these rules are created with the best of intentions, blindly following popular investment rules of thumb may not always be your best decision. 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 many rules of thumb deserve careful analysis before being followed.