Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
Mercer Putney Financial Advisors uses a widely accepted Six-Step financial planning process: Discover, Evaluate, Analyze, Create, Implement, and Monitor.
Transitions are a part of life. The help of a professional financial guide allows you to understand your options even during the most difficult of times.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
What kind of auto insurance should you have? Do you know?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
A four-step framework for building a personal legacy.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate your monthly and annual income from various IRA types.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
What is your plan for health care during retirement?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
There are hundreds of ETFs available. Should you invest in them?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Do you have causes that you want to support with donations? Here are three tips.