Plan Smart Retire Well
Investment advice offered through Merit Financial, LLC, an SEC licensed registered investment advisor.
How we work. What is important when working together.
November 2025 Quick Update
What is the right question to ask your potential advisor?
Advisor Fees: What is a 12b 1 fee?
Impact of taxes and fees on your income from your IRA or 401k
Do you know the fees your are paying?
Buffet Rules ... Don't lose money - What does it mean?
How to measure success comparing yourself to your neighbor or friend.
Selecting the right financial advisor: Step One
Red flags when meeting with a financial advisor for the first time