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Four Rules to Guide You Towards Investing Success

Four Rules to Guide You Towards Investing Success

By Nick Enzweiler, CFP®|2025-01-16T17:13:14+00:00January 16th, 2025|Uncategorized|

Investing in the capital markets remains one of the [...]

Retirement Income Planning: Strategies for Lifelong Financial Security

Retirement Income Planning: Strategies for Lifelong Financial Security

By Don Faul, CFP®|2024-12-13T15:30:23+00:00December 13th, 2024|Uncategorized|

Planning for retirement is more than just saving—it’s about [...]

Social Security Optimization: Unlocking the Full Potential of Your Benefits

Social Security Optimization: Unlocking the Full Potential of Your Benefits

By Chad Faul, WMCP®|2024-12-13T15:27:57+00:00December 12th, 2024|Uncategorized|

Maximizing your Social Security benefits is a cornerstone of [...]

Beyond the Fed

Beyond the Fed

By Nick Enzweiler, CFP®|2024-10-11T19:59:14+00:00October 3rd, 2024|Uncategorized|

Finally! For the first time in more than four years, [...]

Navigating Lifestyle Inflation & Retirement Savings

Navigating Lifestyle Inflation & Retirement Savings

By Chad Faul, WMCP®|2024-10-15T16:07:40+00:00September 20th, 2024|Uncategorized|

As we move into a new season, it's an excellent [...]

Let’s Talk Retirement for Small Business Owners

Let’s Talk Retirement for Small Business Owners

By Don Faul, CFP®|2024-10-15T16:07:50+00:00September 13th, 2024|Uncategorized|

Dedicated small business owners like you are well aware that [...]

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The financial consultants of Mercer Partners Wealth Management are Registered Representatives with, and securities are offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Mariner Independent Advisor Network, LLC, a registered investment advisor. Mariner Independent Advisor Network, LLC and Mercer Partners Wealth Management are separate entities from LPL Financial. Mercer Partners Wealth Management and LPL Financial do not provide legal advice or tax services. Please consult your legal advisor or tax professional regarding your specific situation.

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Investment involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
Asset allocation does not ensure a profit or protect againts a loss.