Go Winchester Royals Baseball!
Go Winchester Royals Baseball! Tickets Available!The Winchester Royals are a local baseball team that plays in the Valley Baseball League. Approximately thirty former Royals have played on Major League teams, most notably Jimmy Key, Reggie Sanders, Mike Williams,...
Celebrating Five-Years
Announcing New ServicesWe are proud to be celebrating our five-year anniversary! We'd like to express our sincere gratitude to all our clients who've been with us on this journey. It has been an honor and a privilege to serve you.We are excited to announce that in...
Retirement Planning Books
Retirement Planning Books
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...
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.