Your Life Your Wealth

May 12, 2023

Recent market volatility and the changing economic landscape are among the most common reasons investors give for not taking full advantage of their retirement savings opportunities. If you’re nearing retirement and want to maximize your 401(k) benefits, there are several mistakes you should avoid. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by Mercer Advisors colleague Dennis Jablonoski, Chartered Retirement Plan Specialist. They discuss ways to help you along the path to a more secure retirement.

May 5, 2023

In order to reduce their tax burden, some retirees move to states that don’t assess personal income taxes. Depending on your lifestyle however, there may not be any real tax savings since revenues in these “lower-tax” states are often made up in other ways. Today, John Walker, Senior Vice President, Mercer Advisors, and Tim Joseph CERTIFIED FINANCIAL PLANNER™ professional and CPA at Mercer Advisors, help sort fact from fiction for those planning to move out of state to reduce their overall tax liability.

April 28, 2023

Strategic planning for the money we earn, save and invest is essential in helping to create a successful retirement, but there’s more to consider. Today, John Walker, regional Vice President, Mercer Advisors, discusses 7 habits that can improve your satisfaction and help make your retired years happier.

April 21, 2023

Some organizations offer stock as part of their employee compensation package. Other companies offer some form of deferred compensation. These arrangements can often create concentrated stock positions and unique tax and retirement planning challenges. Today, John Walker, Regional Vice President, Mercer Advisors is joined by CERTIFIED FINANCIAL PLANNER™ professional Jason O’Meara, Director of Mercer Advisor’s offices in Radnor, PA. They discuss ways to attain maximum benefit from various types of employee compensation.

April 14, 2023

Ever dream about spending your retired years living abroad? For some, it’s a pipe dream. Other’s have made it their reality. Today, John Walker, Senior Vice President, Mercer Advisors, speaks with Janet Blaser, who lived and worked in California, before retiring full-time in Mazatlan, Mexico.

April 7, 2023

It’s common to look at others from afar and judge just how well you think they’re doing financially. Comparing your own personal financial status with the apparent prosperity of others can be a detriment to both your emotional and financial wellbeing. Driving an expensive vehicle, living in a massive house, or wearing high-priced fashions or jewelry may be more indicative of someone’s debt, and not necessarily their wealth. Today, John Walker, Regional Vice President, Mercer Advisors, discusses why it’s important to focus on reaching your own financial goals without needless comparisons to others.

March 31, 2023

There are countless important questions you should answer when planning for your retirement. Questions about cashflow, taxes, asset allocation, Social Security, and Medicare to name just a few. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by Mercer Advisors’ Financial Planner RyanFlurer. They preview some of the issues you may face and discuss strategies you may want to consider.

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.