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Seeking Certainty in Uncertain World

Seeking Certainty in Uncertain World

Seeking Certainty in an Uncertain World Written By: Chris Merchant, CFP® BFA® | June 2022 It’s natural for humans to want to make sense of the chaotic world in which we live. Finding certainty, real or imagined, makes us feel safe and confident.  But our desire for...
What is Wealth Management?

What is Wealth Management?

You may have heard the term “Wealth Management” tossed around, but what does it actually mean? Check out this week’s video feature with Chris Merchant, CFP® I wanted to take a moment to explain what is Wealth Management? Most of our clients might not...
Budgeting for Your Retirement

Budgeting for Your Retirement

Mapping the Road to Financial Security in Retirement Picture this: a retirement where your days are filled with leisure, travel, and quality time with loved ones. It’s a dream many share, but achieving it requires careful planning. For retirees and those...
When to take Social Security

When to take Social Security

Timing is Everything When it Comes to Social Security Deciding when to take Social Security benefits is a significant milestone in the retirement planning process. With roots tracing back to August 14, 1935, when President Franklin D. Roosevelt signed the Social...