Retirement Planning Library
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....
Retirement During a Recession? Time Segmentation Can Help.
Can you retire in a recession? The Time Segmentation for structuring retirement income can help. If you're looking to retire during a recession, the Time Segmentation Method for Retirement Income can give you the financial confidence and strategies you need to...
Puzzles vs. Mysteries: Making Decisions In Today’s Modern World
Puzzles vs. Mysteries: Making Decisions in Today's Modern World By: Chris Merchant, CFP® BFA® Do you feel overwhelmed by the amount of information in your life? Malcolm Gladwell says we are now living in a world of mysteries, where the traditional approach of...
Blog
2023 New Year’s Resolution Success
Top New Year Resolutions for 2023 Here are some of the most popular New Year Resolutions for 2023, as well as some tips on where you can access resources to support your success. Stay Fit and Healthy MSV Walking Trails HelloFresh- Meal Kits Virginia Bucket List Hikes...
Recession 101: What is a Recession and Are We in One?
Recession 101: What is a Recession and Are We in One? By: Chris Merchant, CFP® BFA®You may have heard the term recession thrown around a lot lately, but what does it actually mean? Referencing my college Economics 101 class… A recession is defined as two consecutive...
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...
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
On Investing Well: The Elements of Good Investing by Chris Merchant, CFP®
The United States is entering an Era of Personal Responsibility. Gone are the days when you could work for the same company for forty years and retire with a generous pension. In this new system, you bear most of the burden for saving for a college education, health care, and retirement. If you want to survive and thrive, it is up to you to make it happen. No one else is going to do it for you.
Our education system does not teach us how to invest well, and most of the available material on investing is unhelpful, inaccurate, or confusing.
In this break-out book on financial planning, award-winning CERTIFIED FINANCIAL PLANNER™ and Behavioral Financial Advisor™ Chris Merchant provides the reader with an approach that simplifies the process of investing well.
