Mercer Partners Wealth Management

10/16/2026

📄 Your will may say one thing while a beneficiary form says another.

👤 Retirement accounts and life-insurance proceeds generally follow the beneficiary designation on file. This review can be especially important after a marriage, divorce, death, or other family transition. Mercer Partners Wealth Management encourages families to review those forms alongside their broader estate documents.

10/13/2026

🍦 Looking back on summer, one of our favorite stories came from Cooper and Papa Don.

The two of them spent the season on a serious mission: finding their favorite ice cream flavor. There were plenty of return trips, just to be extra sure.

🏆 Two finalists came out on top: Goat Lick, a vanilla with chocolate chunks and a caramel swirl, and Huckleberry. An official winner has not been named yet, and we suspect the taste-testing will continue well into fall.

Moments like these are a good reminder that the best traditions are often the simplest ones, shared with the people who matter most.

10/09/2026

📈 When markets are climbing, it can be tempting to chase what is working.

📉 When markets are falling, it can be just as tempting to head for the exits.

Both reactions can pull investors away from a thoughtful long-term strategy.

In our latest blog, Nick Enzweiler, CFP®, explains why successful investing requires discipline in both directions and why your goals and financial plan should help guide your portfolio more than the latest market movement.

At Mercer Partners, we come back to a simple framework ➡️ Goals. Plan. Portfolio. Discipline.

👀 Read the full blog to learn more: https://loom.ly/5O7_grU

Strong markets have a way of changing the conversation. After several consecutive years of strong equity returns and markets near all-time highs, it is perfectly natural to wonder how much longer this can continue. Stocks have already gone up so much. Should we become more cautious? Is a correction....

10/07/2026

🧭 A first conversation with a financial advisor should make the process clearer, not more complicated.

📝 Ask who the advisor serves, what the relationship includes, how the planning process works, and what communication will look like. For households with several moving pieces, the process and the team around it matter. Mercer Partners Wealth Management wants every prospective client to understand what happens next.

10/05/2026

🕙 What if you could extend your weekend?

No commute. No meeting invite. No PTO request.

☕ An ordinary Monday in retirement might include coffee with friends, a walk, time with family, volunteering, or a favorite project. Mercer Partners Wealth Management believes the useful planning question is not only when work ends, but what you want your time to make room for.

10/02/2026

🌄 Retirement can look very different from one household to the next.

🗺️ Travel, family time, volunteering, local mornings, and longer stays away can all belong in the picture. The point is not to choose the most impressive picture. It is to build a plan around the people, routines, and places that matter to you. That is where Mercer Partners Wealth Management starts the conversation.

09/30/2026

🧭 Your 50s can bring retirement income, healthcare, family, and estate decisions into the same planning window.

✅ A useful review can include workplace-plan catch-up eligibility, your Social Security Statement, beneficiary and estate documents, future healthcare needs, and an initial retirement-spending estimate.

The goal is not to settle every decision at once. It is to see which areas need attention next.

This information is not intended to be a substitute for specific individualized tax or legal advice. Individual tax or legal matters should be discussed with your tax or legal professional.

09/28/2026

🧭 🔄 Financial planning should evolve as your life, goals, and responsibilities change. The Mercer 360° Process begins with understanding what matters most, then building a personalized plan around those priorities.

From there, the Mercer team helps implement, monitor, and adjust the strategy over time, providing guidance through market changes and life transitions.

Learn more about the Mercer 360° Process: https://loom.ly/ibBhCcA

09/25/2026

🛟 💰 An emergency fund is more than a savings target. It should reflect your essential expenses, income stability, insurance coverage, potential unexpected costs, and other financial priorities.

This 2026 checklist can help you review how much you may need, where to keep it, and how your reserve fits alongside debt repayment and long-term savings goals.

Review the full emergency fund checklist: https://loom.ly/BkZxk3I

09/22/2026

🌅 What could an ordinary day in retirement look like for you?

🏡 Maybe coffee at home, a morning walk, lunch with friends, and time for a hobby or community activity.

Ask yourself: “How much might I need?” and “What do I want my days to include?”