Don’t Shred Those Tax Documents Yet
Once you complete this year’s taxes, you may wonder what to do with that pile of records, 1099s, receipts, and bank statements. The IRS recommends holding onto any documents related to the income you’re reporting or any deduction or credit you’re claiming, including:...
Data Breach: Your Security To-Do List
Data Breach: Your Security To-Do ListAccording to recent statistics, data breaches have become common in today's digital world. In fact, it is estimated that more than 111.7 million Americans have their personal information exposed to data breaches every year. Whether...
Retiring Wild: National Parks and You
Get ready to enjoy America's national park system with this helpful article. LIFESTYLE READ TIME: 3 MIN For many older adults, finding time to experience nature can be one of the greatest pleasures in retirement. And what better place to take in America's splendor...
Ensuring a Safe and Fall-Free Retirement
Fall Prevention: A Critical Aspect of Post-Retirement Health ManagementBy Chris Merchant, CFP®Many of you who are reading this may be more familiar with discussing financial risks with me rather than health risks. However, it is important to recognize that a secure...
What Investors Need to Know About FDIC and SIPC
About the U.S. Banking SystemAbout the U.S. Banking System With recent headlines about two failed U.S. banks and their ripple effect throughout the banking sector, we want to summarize the latest information on this evolving event. We assure you we are monitoring the...
New Home Office | Winchester, VA
We are thrilled to announce that Hunt Country Wealth Management has moved to 804 Amherst, in the heart of Winchester, Virginia! For years, we have been searching for the perfect location to call our home. We are grateful to have found such a beautiful, historic spot...
Media Inquiries
Chris Merchant is available for commentary and speaking engagements related to retirement income planning. He is a CERTIFIED FINANCIAL PLANNER™, Behavioral Financial Advisor™ and author of On Investing Well: The Elements of Good Investing.