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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.

Portfolio Rebalancing - Building on Concepts by Marshall Weintraub, CFP® and Michael Merrill, CFP®, CLU®, ChFC®

Financial Planning - Behavioral Finance: An Introduction by Marshall Weintraub, CFP® and Michael Merrill, CFP®, CLU®, ChFC®

Home Mortgage - Options to Structure Your Home Mortgage by Marshall Weintraub, CFP® and Michael Merrill, CFP®, CLU®, ChFC®

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, CFP®and Michael Merrill, CFP®, CLU®, ChFC®

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

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

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

Estate Planning – Basic Steps For the Young Cardiologist by Marshall Weintraub, CFP® 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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