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.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
A few strategies that may help you prepare for the cost of higher education.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
There are ways to improve your physical fitness without denting your fiscal fitness.
Five creative (and inexpensive) ideas for motivating your employees.
Probate can be a completely public process, or it can be managed to include as little information as possible.
At what point can you call a personal vehicle commercial?
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you may need to save for retirement.
This calculator demonstrates the power of compound interest.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
$1 million in a diversified portfolio could help finance part of your retirement.
Even low inflation rates can pose a threat to investment returns.
What if instead of buying that vacation home, you invested the money?
Investors seeking world investments can choose between global and international funds. What's the difference?
Here is a quick history of the Federal Reserve and an overview of what it does.