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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

What Investors Need to Know About FDIC and SIPC

What Investors Need to Know About FDIC and SIPC

About the U.S. Banking SystemAbout the U.S. Banking System With recent headlines about two failed U.S. banks and their ripple effect throughout the banking sector, we want to summarize the latest information on this evolving event. We assure you we are monitoring the...

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New Home Office | Winchester, VA

New Home Office | Winchester, VA

We are thrilled to announce that Hunt Country Wealth Management has moved to 804 Amherst, in the heart of Winchester, Virginia! For years, we have been searching for the perfect location to call our home. We are grateful to have found such a beautiful, historic spot...

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2023 New Year’s Resolution Success

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...

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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

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.