Our Useful Guides

Discover many of the opportunities available to help you plan for your financial future.

At Mercer Advisors, Formerly Epstein & White, we focus on a customized investment and retirement strategy to help get you retired, and stay retired. Through hard work, discipline, and a commitment to always putting our clients’ interests first, we focus on creating and executing a sound financial plan that is based on our clients’ unique needs and goals. Below, we are offering free downloads of some of our top financial insights to help you assess your current investment and retirement strategies. We hope you find these retirement and financial insight guides helpful, and if you would like to take it a step further for a complimentary review of your current strategies, just CLICK HERE!

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OUR GUIDES
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Social Security Guide

Social Security 2024
Optimizing Social Security in Today’s World
DOWNLOAD THE GUIDE!

Secure Act 2.0

The SECURE Acts
The Basics of The SECURE Act 2.0 and SECURE Act 2019
DOWNLOAD THE GUIDE!

retirement income planning

Legacy & Estate Planning
How To Successfully Communicate Your Plan
DOWNLOAD THE GUIDE!

401k Nurses Guide

The Ultimate 401(k) Guide For Nurses
A Guide To 401(k), 401(a), and 403(b)
DOWNLOAD THE GUIDE!

Inflation Guide

Retirement & Inflation
What to Know and How to Prepare
DOWNLOAD THE GUIDE!

tax planning guide

2024 Tax Planning Guide
Your Roadmap to Reduce Your Taxes This Year & In The Future
DOWNLOAD THE GUIDE!

Market Volatility Guide

Tips To Avoid “Market Panic” Reaction
Have A Plan To Help Protect Your Savings From Major Market Corrections
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5 Steps to Successful Retirement Planning

5 Steps To Successful
Retirement Planning
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The Ultimate 401k Guide

The Ultimate 401(k) Guide
How To Take Control of Your 401(k)
DOWNLOAD THE GUIDE!

Pensions and Buyouts

Pensions, Buyouts, & Retirement Income

DOWNLOAD THE GUIDE!

Womens's Retirement Planning Guide

The Women’s Guide To Retirement Planning

DOWNLOAD THE GUIDE!

Legacy and Estate Planning

Legacy & Estate Planning
Understanding the Basics
DOWNLOAD THE GUIDE!

A Short Introduction to Long-Term Care

Understanding Long-Term Care
A Short Introduction to Long-Term Care
DOWNLOAD THE GUIDE!

Community organizations that we support:

At Mercer Advisors, Formerly Epstein & White,
our sole focus is YOU.

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Creating sound financial strategies for the days ahead starts with one call.