Retirement Planning Library
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...
Retirement Planning for Life’s Unexpected Moments
Boxer Mike Tyson famously quipped that “everyone has a plan until they get punched in the mouth.” Like a boxing match, sometimes life tries to throw some haymakers. The best financial plan isn’t optimized to the cent; instead, it’s flexible enough to allow for those...
Three Reasons Retirees May Run Out of Money in Retirement
Three Reasons Retirees May Run Out of Money in Retirement...Some words of encouragement... It's totally natural to feel worried about outliving your retirement savings, but it's important to remember that there are steps you can take to prevent this from happening....
Blog
Staying Active in Retirement: Pickleball
Staying Active in Retirement: A Nation of Pickleballers Over the last couple of years doctors have made clear the benefits of regular physical activity, especially for older adults. In fact, adults 65 and older gain substantial health benefits from regular physical...
The Overconfidence Trap: Navigating Market Expectations in Retirement
The Overconfidence Trap: Navigating Market Expectations in Retirement By: Chris Merchant, CFP® BFA® Introduction In recent conversations with prospective clients, I've noticed a troubling trend: retirees are becoming overly optimistic about stock market returns. Many...
Cryptocurrency: A Skeptical View from a Financial Advisor
Cryptocurrency: A Skeptical Overview By: Chris Merchant, CFP® BFA®Introduction Cryptocurrency has been a buzzword in the financial world for some time now. It has existed long enough that most people have heard of it and may have even considered purchasing some. This...
Events
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...
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...
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.
