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
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...
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...
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...
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.
