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 2025 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

2025 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 DOWNLOAD THE GUIDE!

5 Keys to Modern Retirement Planning

5 Steps To Successful Retirement Planning DOWNLOAD THE GUIDE!

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!

Important Birthdays Over 50

Important Birthdays Over 50 DOWNLOAD THE GUIDE!

At Mercer Advisors, Formerly Epstein & White,
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