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.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
There are common mistakes you can avoid when saving for retirement.
When considering life insurance, it's important to understand your options.
This calculator demonstrates the power of compound interest.
Use this calculator to better see the potential impact of compound interest on an asset.
Assess how many days you'll work to pay your federal tax liability.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the total cost in today's dollars of various mortgage alternatives.
This questionnaire will help determine your tolerance for investment risk.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Agent Jane Bond is on the case, cracking the code on bonds.
Here is a quick history of the Federal Reserve and an overview of what it does.
You’ve made investments your whole life. Work with us to help make the most of them.
When do you need a will? The answer is easy: Right Now.
It's easy to let investments accumulate like old receipts in a junk drawer.