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Resources

Financial Planning Webinar 
Financial Planning Publications 

Here you’ll find an ever expanding assortment of articles that the advisors or our partners have written about topics that come up during the planning process, from general issues to comments on important topics of the day. Be sure to check back regularly as we’re always adding to our collection.

Public Service Loan Forgiveness - The Finer Details by Marshall Weintraub, CFP and Michael Merrill, CFP, CLU, ChFC

College Saving Plans- Saving for a Child's College by Michael Merrill, CFP, CLU ChFC and Marshall Weintraub, CFP

Debt Management - Efficient Debt Management and Physician Mortgages by Marshall Weintraub, CFP and Michael Merrill, CFP, CLU, ChFC

IRAs - Types and Strategies For High Income Earners by Michael Merrill, CFP, CLU, ChFC and Marshall Weintraub, CFP

Student Loans – Forgiveness vs. Refinancing by Marshall Weintraub and Michael Merrill, CFP, CLU, ChFC

Fiduciary Duty – An Important Factor When Choosing a Financial Advisor by Marshall Weintraub and Michael Merrill, CFP®, CLU®, ChFC®

Recent Market Events – What They Mean For the Long-Term Investor by Marshall Weintraub and Michael Merrill, CFP, CLU, ChFC

Disability Insurance – Three Common Questions by Marshall Weintraub and Michael Merrill, CFP, CLU, ChFC

Estate Planning – Basic Steps For the Young Cardiologist by Marshall Weintraub and Michael Merrill, CFP, CLU, ChFC

Portfolio Rebalancing  -Investment Portfolio Rebalancing - The Basics by Marshall Weintraub, CFP and Michael Merrill, CFP, CLU, ChFC

Interest Rates - Rising Interest Rates - Why the Fuss? by Marshall Weintraub, CFP and Michael Merrill, CFP, CLU, ChFC

Income Taxes -A Quick Note on Income Taxes by Marshall Weintraub, CFP and Michael Merrill, CFP, CLU, ChFC

Investment Risks - Investment Risks: Short-Term vs. Long-Term by Marshal Weintraub, CFP and Michael Merrill, CFP, CLU, ChFC

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