Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
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.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
For some, the social impact of investing is just as important as the return, perhaps more important.
Five phases to changing unhealthy behaviors.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
It's important to make sure your retirement strategy anticipates health-care expenses.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Estimate how much you have the potential to earn during your working years.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to estimate your capital gains tax.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Agent Jane Bond is on the case, cracking the code on bonds.
Why are 401(k) plans, annuities, and IRAs so popular?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
In the world of finance, the effects of the "confidence gap" can be especially apparent.