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Retirement Planning Tools

Articles and Resources to help you prepare.

Retirement Planning Library

Important Birthdays After 50

Important Birthdays After 50

Important Birthdays Over 50Most children stop being “and-a-half” somewhere around age 12. Kids add “and-a-half“ to make sure everyone knows they’re closer to the next age than the last. When you are older, “and-a-half” birthdays start making a comeback. >> In...

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Blog

Data Breach: Your Security To-Do List

Data Breach: Your Security To-Do List

Data Breach: Your Security To-Do ListAccording to recent statistics, data breaches have become common in today's digital world. In fact, it is estimated that more than 111.7 million Americans have their personal information exposed to data breaches every year. Whether...

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Retiring Wild: National Parks and You

Retiring Wild: National Parks and You

Get ready to enjoy America's national park system with this helpful article. LIFESTYLE READ TIME: 3 MIN For many older adults, finding time to experience nature can be one of the greatest pleasures in retirement. And what better place to take in America's splendor...

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Ensuring a Safe and Fall-Free Retirement

Ensuring a Safe and Fall-Free Retirement

Fall Prevention: A Critical Aspect of Post-Retirement Health ManagementBy Chris Merchant, CFP®Many of you who are reading this may be more familiar with discussing financial risks with me rather than health risks. However, it is important to recognize that a secure...

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Events

Winchester Little Theatre

Winchester Little Theatre

UPCOMING SHOWS: WINCHESTER LITTLE THEATRE   If you're looking for a great way to spend an evening, the Winchester Little Theatre is definitely worth checking out. And if you're interested in supporting the arts in your community, check out their membership...

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Go Winchester Royals Baseball!

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,...

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Celebrating Five-Years

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...

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OUR BOOK

Comprehensive Written Resources for Investors

On Investing Well: The Elements of Good Investing by Chris Merchant, CFP®

“On Investing Well: The Elements of Good Investing” by Chris Merchant, CFP® is an indispensable guide for those seeking to navigate the intricate world of investing. Designed to underpin the principles and methods necessary for successful investing, this book caters to both novice and experienced investors. It resonates with Chris’s philosophy of incorporating the right mindset, principles, and methods into your investment strategies.

The book is divided into three sections, beginning with mastering the mental mindset for investing, followed by building a strong foundation based on principles and culminating in the creation of effective investment methods. Chris’s wealth of knowledge and experience are succinctly compiled in this comprehensive guide, providing readers with practical tools and insights to help them make informed investment decisions.

Discover this book available on Amazon.