EXPERIENCE
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.
SIX-STEP PROCESS
Mercer Putney Financial Advisors uses a widely accepted Six-Step financial planning process: Discover, Evaluate, Analyze, Create, Implement, and Monitor.
LIFE TRANSITIONS
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.
Helpful Content
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
View all articles 
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
View all calculators
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
View all presentations
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Saving for College 101
Here’s a crash course on saving for college.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.