Financial Articles and Library

Why Retirement Planning is “More Than a Number.”

 By: Chris Merchant, CFP®, BFA® Have you heard the term know your retirement number? Many firms and financial companies offer free online calculators which help you identify the amount of money you need to retire. It’s a simple way to know if your retirement savings...

Estate Planning Misconceptions

Many people postpone creating an estate plan because considering their demise is unsettling. Others make false assumptions which cause them to neglect this important task or make less-than-ideal decisions. Here are a few common misconceptions related to estate...

Spending in Retirement

By: Chris Merchant, CFP®, BFA® Heather and I recently attended a retirement planning conference in Boston, and one of the speakers explained an eye-opening formula which I thought was thought-provoking. He put these numbers up on the screen and asked if anyone in the...

Estate Planning Misconceptions

Many people postpone creating an estate plan because considering their demise is unsettling. Others make false assumptions which cause them to neglect this important task or make less-than-ideal decisions. Here are a few common misconceptions related to estate...

Spending in Retirement

By: Chris Merchant, CFP®, BFA® Heather and I recently attended a retirement planning conference in Boston, and one of the speakers explained an eye-opening formula which I thought was thought-provoking. He put these numbers up on the screen and asked if anyone in the...

Three Retirement-Planning Lessons from Sun Tzu’s The Art of War

I enjoy reading military history and often think of how wisdom and principals of the past can be applied to modern life. On a recent reread of The Art of War, I  reflected on how Sun Tzu’s teachings could be applied to modern day retirement planning. Here are three...

When To Take Social Security Benefits?

On Aug. 14, 1935, President Franklin D. Roosevelt signed the Social Security Act into law to help combat unemployment and guarantee income for retirees. Roosevelt acknowledged the limitations of the act, stating, "We can never insure one hundred percent of the...

Helping Your Parents Through Retirement

In 1900, life expectancy at birth in the U.S. was 47 years.1 Now that number is closer to 78, and many of today’s children could live to see 100.2 But with an increase in longevity comes a growing need for longer care of the elderly. This means more and more Americans...

Three Key Steps for Widowed Women

How a widow recovers from the death of her spouse is often dependent on several factors, including the health of the relationship, whether the death was unexpected or lingering, the age of the widow, the age of any dependent children, and financial circumstances. Even...

2018 Toys for Tots Toy Collection

We are excited to be a Toy Drop collection site for the U.S. Marine Corps Reserve Toys for Tots program for another year. Last year with the help of our gracious team of clients and professional partners, we were able to donate 67 gifts to less fortunate children in...

What is ‘behavioral finance’?

Introducing the marriage of traditional finance, psychology, and neuroscience. By: Chris Merchant, CFP® BFA®  According to a study by DALBAR, Inc., the S&P 500 had a return of 7.20 percent over the past 20 years, while the average stock investor had a return of 5.29...

Books & Publications

Grab a Free eBook Download: On Investing for Retirement

Learn how to avoid the six retirement risks and what to consider when analyzing income planning options. 

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Learn How to Navigate the Complex World of Investing

On Investing Well: The Elements of Good Investing

In this break-out book on financial planning, Chris Merchant CFP® provides the reader with an approach which simplifies the process of investing well. After you’ve read this book, you will have the necessary knowledge and confidence to take control of your future financial security. 

The Quarterly Report

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Quarterly Newsletter

We share news with our clients on a quarterly basis through our printed company newsletter: The Quarterly Report. Newsletter information will include industry news, company events and articles we think may be of interest to you. To join our newsletter mailing list please fill out the contact us form below.  Articles are written by financial advisor Chris Merchant CFP®, BFA® and team for distribution by Hunt Country Wealth Management.

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