https://www.merceradvisors.com/meet-our-team/ben-kautz/
Ben Kautz CFP® | Executive Managing Director | Mercer Advisors
Jun 3, 2025 - Ben began his career working for institutional registered investment advisory firms in 2003, bringing with him a wealth of planning and investment management...
executive managing director
https://www.merceradvisors.com/insights/family-finance/financial-and-lifestyle-challenges-of-gray-divorce/
Financial and Lifestyle Challenges of Gray Divorce | Mercer Advisors
Apr 1, 2025 - Gray divorce is becoming a reality for more couples. While the financial and emotional impacts can be significant, planning and professional guidance can help...
lifestyle challengesfinancial
https://www.merceradvisors.com/insights/taxes/last-chance-to-maximize-your-charitable-tax-deduction-benefits-before-new-2026-limitations/
How Charitable Donations Can Reduce Your Tax Bill | Mercer Advisors
Nov 20, 2025 - Learn how DAFs, QCDs, and appreciated-asset gifts can lower AGI and taxes. See limits, carry-forwards, and documentation tips tailored to high-net-worth donors.
charitable donationstax bill
https://www.merceradvisors.com/meet-our-team/david-h-levy/
David H. Levy MBA, CFP®, AEP® | Sr. Wealth Advisor, Sr. Director | Mercer Advisors
Apr 21, 2025 - David H. Levy, CFP® is a client advisor who has leveraged 15 years of wealth management experience to partner with clients to achieve their financial goals.
sr wealth advisordavidlevymba
https://www.merceradvisors.com/webinars/obba-and-your-year-end-tax-strategy/
Replay: New Tax Laws & Year-End Strategies | Mercer Advisors
Dec 3, 2025 - Replay our webinar on the One Big Beautiful Bill Act and learn how new tax rules may impact your 2025 return and planning.
new taxyear endreplaylawsamp
https://www.merceradvisors.com/meet-our-team/cathy-miller/
Cathy Miller MBA, CFP®, CDFA®, CRPS® | Sr. Wealth Advisor, Sr. Director | Mercer Advisors
Nov 17, 2025 - Learn more about Cathy Miller, Sr. Wealth Advisor, Sr. Director here at Mercer Advisors and get contact information in the case you need to get in touch.
sr wealth advisorcathymiller
https://www.merceradvisors.com/webinars/medicare-what-to-know-before-open-enrollment/
Navigating Medicare: Your Guide to Open Enrollment Success | Mercer Advisors
navigating medicareguideopen
https://www.merceradvisors.com/meet-our-team/brent-singleton/
Brent Singleton CFP®, AIF® | Sr. Wealth Advisor, Sr Director | Mercer Advisors
May 14, 2025 - Learn more about Brent Singleton, Sr. Wealth Advisor, Sr Director here at Mercer Advisors and get contact information in the case you need to get in touch.
sr wealth advisorbrentmercer
https://www.merceradvisors.com/insights/retirement/mixing-social-security-and-ira-withdrawals-for-tax-benefits/
Mixing Social Security and IRA Withdrawals | Mercer Advisors
Nov 13, 2025 - Learn how mixing Social Security and IRA withdrawals can impact your taxes and RMDs. Discover strategies to help reduce taxable income and optimize retirement...
social securitymixingira
https://www.merceradvisors.com/contact-us/
Contact Us | Mercer Advisors
Nov 6, 2025 - Need to get in touch with Mercer Advisors? Schedule a time that works best for you, send us a message or give us a call today!
mercer advisorsus
https://www.merceradvisors.com/insights/personal-finance/the-hidden-risks-of-taking-financial-advice-from-social-media/
Risks of Taking Financial Advice From Social Media | Mercer Advisors
Nov 13, 2025 - Before you follow finfluencers online, understand the real risks of getting financial advice from social media — and why working with a fiduciary advisor...
taking financialsocial media
https://www.merceradvisors.com/meet-our-team/jessica-caruso/
Jessica Caruso CFP® | Executive Managing Director | Mercer Advisors
Nov 25, 2025 - Learn more about Jessica Caruso, Executive Managing Director here at Mercer Advisors and get contact information in the case you need to get in touch.
executive managing director
https://www.merceradvisors.com/meet-our-team/dane-joel-sauer/
Dane Sauer CFP® | Wealth Advisor, Sr. Director | Mercer Advisors
Oct 1, 2025 - Dane joined Mercer Advisors after graduating from Eastern Illinois University with a Bachelor of Science degree in Finance with a concentration in Personal...
director mercer advisorsdane
https://www.merceradvisors.com/meet-our-team/christopher-blackmon/
Christopher Blackmon | Managing Director | Mercer Advisors
Oct 3, 2025 - Learn more about Christopher Blackmon, Managing Director here at Mercer Advisors and get contact information in the case you need to get in touch.
managing director mercer
https://www.merceradvisors.com/insights/retirement/what-is-the-social-security-trust-fund-and-will-it-be-there-for-you/
Will The Social Security Trust Fund Be There For You | Mercer Advisors
Nov 11, 2025 - Are you thinking about taking Social Security early because you’re concerned it will run out? Find out how to determine whether waiting until full retirement...
social securitytrust fund
https://www.merceradvisors.com/meet-our-team/david-kerber/
David Kerber CFP®, CRPC®, MPAS®, ABFP℠ | Managing Director | Mercer Advisors
managing director mercerdavid
https://www.merceradvisors.com/meet-our-team/josh-deforest/
Josh DeForest CFA, CFP® | Executive Managing Director | Mercer Advisors
Oct 17, 2025 - Josh began his career in the financial services industry in 2007. As Client Advisor and Branch Manager, Josh provides his clients with personalized advice to...
executive managing director
https://www.merceradvisors.com/meet-our-team/andrew-medders/
Andrew Medders CFP® | Sr. Wealth Advisor, Sr. Director | Mercer Advisors
May 21, 2025 - Learn more about Andrew Medders, Sr. Wealth Advisor, Sr. Director here at Mercer Advisors and get contact information in the case you need to get in touch.
sr wealth advisorandrewmercer
https://www.merceradvisors.com/insights/retirement/is-a-roth-ira-conversion-right-for-you-key-factors-to-consider/
Is a Roth IRA Conversion Right for You? Key Factors to Consider | Mercer Advisors
May 7, 2025 - When considering a Roth IRA conversion, rules and timing for tax implications are important. Learn when and how it might be right for you to convert to Roth...
roth ira conversionrightkey
Sponsored https://goloveai.com/
GoLove AI - Free AI Girlfriend App for Real Chat, Video & Photo Conversation
GoLove is an AI Girlfriend Chatbot App. Meet your Girlfriend AI and Enjoy Realistic Conversations on our Website.
https://www.merceradvisors.com/meet-our-team/kevin-jack/
Kevin Jack CFP® | Executive Managing Director | Mercer Advisors
Jun 6, 2025 - Kevin began his career in the financial services industry in 2003, working for UBS and then Wells Fargo Financial. As Branch Manager, Kevin ensures client...
executive managing director
https://www.merceradvisors.com/meet-our-team/ernie-george/
Ernie George CFP®, CLU® | Director | Mercer Advisors
Dec 17, 2024 - Learn more about Ernie George, Director here at Mercer Advisors and get contact information in the case you need to get in touch.
director mercer advisorsernie
https://www.merceradvisors.com/meet-our-team/annie-gottbehuet/
Annie Gottbehuet | Managing Director, Market Leader | Mercer Advisors
Jun 12, 2025 - Learn more about Annie Gottbehuet, Managing Director, Market Leader here at Mercer Advisors and get contact information in the case you need to get in touch.
managing directoranniemarket
https://www.merceradvisors.com/insights/market-commentary/building-a-fortress-balance-sheet-insights-from-our-cio/
Building a Fortress Balance Sheet | Mercer Advisors
Nov 12, 2025 - Wealth management should be about far more than investing in the “right” stock or fund. Instead, we should consider our entire financial lives by building...
balance sheetmercer advisors
https://www.merceradvisors.com/insights/retirement/2026-retirement-plan-contribution-limits-and-catch-up-rules/
2026 Retirement Plan Contribution Limits | Mercer Advisors
Nov 5, 2025 - Explore the projected 2026 limits for 401(k), IRA, HSA, FSA, SIMPLE, and SEP plans, and understand the impact of catch-up changes for high earners. See...
retirement plancontribution
https://www.merceradvisors.com/meet-our-team/brian-sullivan/
Brian Sullivan, CFP®, MBA, EA | Sr. Wealth Advisor, Sr. Director | Mercer Advisors
Nov 21, 2025 - Brian’s areas of expertise include retirement planning, asset allocation, and investment management. Prior to joining Mercer Advisors, Brian served the needs...
sr wealth advisorbrianmba
https://www.merceradvisors.com/insights/work-business-insights/unlocking-tax-efficiency-how-a-1042-exchange-can-transform-your-business-sale/
How a 1042 Exchange Can Transform Your Business Sale | Mercer Advisors
Nov 10, 2025 - A Section 1042 Exchange can help business owners defer or eliminate capital gains taxes. Learn eligibility and investment requirements, and strategic benefits...
exchangetransformbusinesssale
https://www.merceradvisors.com/meet-our-team/chip-workman/
Chip Workman CFP® | Sr. Wealth Advisor, Sr. Director | Mercer Advisors
Oct 3, 2025 - Learn more about Chip Workman, Sr. Wealth Advisor, Sr. Director here at Mercer Advisors and get contact information in the case you need to get in touch.
sr wealth advisorchipworkman
https://www.merceradvisors.com/meet-our-team/dustin-c-stiefel/
Dustin C. Stiefel | Sr. Wealth Advisor | Mercer Advisors
Dec 17, 2024 - Learn more about Dustin C. Stiefel, Sr. Wealth Advisor here at Mercer Advisors and get contact information in the case you need to get in touch.
sr wealth advisordustinc
https://www.merceradvisors.com/insights/qcds-anti-abuse-rules-explained/
QCDs: Anti-abuse Rules Explained | Mercer Advisors
Feb 4, 2025 - Some individuals can make donations directly from an IRA via a QCD, but not everyone qualifies. See if a QCD is right for you.
anti abuse rulesqcdsexplained
https://www.merceradvisors.com/insights/trust-estate/smart-holiday-gifting-obbba-2025-tax-benefits-explained/
Smart Holiday Giving in 2025 | Mercer Advisors
Nov 10, 2025 - Explore how holiday gifting in 2025 can help build legacy and reduce taxes. Learn how new laws in OBBBA can affect strategies for family wealth transfer,...
smart holidaymercer advisors
https://www.merceradvisors.com/locations/
Wealth Management & Financial Advisors Offices | Mercer Advisors
May 2, 2025 - Find your nearest Mercer Advisors office location to speak with a advisor about our wealth management and financial firm. Get directions to your nearest...
wealth managementampfinancial
https://www.merceradvisors.com/insights/retirement/medicare-costs-are-rising-in-2026-how-to-prepare/
Prepare for Rising Medicare Costs in 2026 | Mercer Advisors
Oct 7, 2025 - Medicare premiums and out-of-pocket costs are projected to rise sharply in 2026. Here’s what to expect, and what you can do to help reduce expenses.
medicare costsmercer advisors