Tag: Les Merritt CPA, CFP®

FINANCIAL PLANNING MONTH

Did you know October is financial planning month? This is a good time to review your plan and work on  the parts of it you may have forgotten. If you update your plan, this is the right time to begin to implement those changes. To celebrate financial planning month, here are five helpful tips for […]

NO SILVER BULLET

Since there’s no silver bullet, how do we measure success with our financial planning? How does your plan stack up? Many of us know how to set a goal, but fewer are able to evaluate how effective we are at achieving that goal. There is a lot of advice on the web and shared in […]

STAY SAFE IN ANOTHER HURRICANE

Please make plans to stay safe as we undergo another hurricane in the Carolinas. The impact on you and your family is unpredictable. Many of you may see only a few inches of rain and slight winds. Others may experience high winds and abundant amounts of water. Even with the best prediction technology, the actual […]

THREE PATHS TO PLAN FOR YOUR FINANCIAL FUTURE

To plan for your financial future can be challenging and overwhelming. In the midst of our busy schedules, we often focus on what we need to do right now. However, planning ahead can provide bountiful benefits. You can devise a complete financial plan with the help of a professional, but you can start on your […]

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