Retirement Planning Books
Retirement Planning Books
New Office Location
Come visit us at our new Winchester, VA location at 49 South Loudoun Street. Old Town Walking Mall. To get to our office please GPS (22 Wolfe Street Winchester, VA). This will lead you to the Winchester Parking Authority Hable Parking Lot. When visiting please...
Middleburg Life
Are Women The New Face of Wealth in 2021? Virginia-Based Financial Experts Weigh In On A Booming Trend. Thank you Middleburg Life for the Feature! We couldn’t be more excited to talk about women and investing and appreciate the opportunity to add our perspective....
Choosing an Executor for Your Will
Five Things To Consider When Choosing An Executor for Your Will Most of us recognize the importance of creating a thorough, well-reasoned estate plan. But we may not give adequate thought to choosing an executor to carry out the provisions of our wills. It’s all too...
Tax-Free Donations from IRA in 2020
How to Make Qualified Charitable Distributions (QCDs) Your IRA 2020 has been a challenging year for many nonprofit organizations. If your annual holiday plans include donating money, you may want to consider using your IRA to make a tax-free gift in the future. These...
Medicare Open Enrollment 2020
Medicare’s Annual Open Enrollment Period Begins October 15 and ends December 17. During this time, Medicare beneficiaries can change their drug plan or Advantage plan for the next calendar year. Supplemental Medigap plans, which have federally standardized benefits...
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.