Online Retirement Calculator
Have you heard of 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 are on track, but when it’s...
Retiree Bucket List
Freedom & Retirement When you think about retirement, what comes to mind? For many people, the word freedom is one of the first that comes to mind. Retirement can be a time when you finally have the opportunity to do the things you've always wanted to do. You may...
Investing Vs. Speculating
If you're thinking about investing in the stock market, it's important to understand the difference between speculation and investing. Most people don't realize that these two concepts are quite different, and as a result, they often lose money by speculating in...
Ten Marks of a Good Investment Advisor
Ten Marks of a Good Investment Financial AdvisorChoosing a financial advisor is one of the most important decisions an investor can make. Not all advisors are equal, so it's important to know what to look for. Here are ten marks of a good investment advisor: They...
How To Be a Good Investor
What I’ve learned from reviewing hundreds of investment portfolios… Ever wondered what it takes to be a successful investor? The essence of investing is not about getting lucky with the latest investment type, finding an advisor who can time the market, or unraveling...
Ten Guideposts for Investing
Ten Guideposts for Investing Article By: Chris Merchant, CFP®, Author of On Investing Well: The Elements of Good InvestingThere's no surefire formula for investing success, but there are some tried and true principles that can help you build a solid foundation. Here...
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.