Category: About Les Merritt CPA-CFP

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 […]

PREPARE FOR FOURTH QUARTER

Like in a football game, the fourth quarter is critical. Finishing the game strong will prepare you to win and help you to get ready for next year. To succeed at the financial game you need to look over your investments and tax exposure. You are more likely to be victorious if you make adjustments […]

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 […]

PLAN FOR COLLEGE EXPENSES NOW

Traditional school is ready to begin a new year and you can plan for college expenses now. Parents have been shopping for clothes and supplies and students are enjoying the last days of summer vacation. Now is a good time to plan for savings for college for children and grandchildren. According to U.S. News, the […]

Designed & Hosted by RFTimberlake & Company - Web Services