Skip to main content
menu
  • Home
  • About
    • Our Team
  • Our Services
  • Resources
    • Financial Calculators
    • Useful Links
    • Spotlights and ePrints
  • Blog
  • Contact
  • San Diego

    Achieving Success by Working Together

    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

    Learn More Contact Us

Blog

Leslie Merrithew | Dec 21, 2020

Should You Retire at the Same Time As Your Spouse?

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the

Read More
Leslie Merrithew | Nov 21, 2020

Explaining the Benefits of a 401(k) to Young Adults Entering the Workforce

If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to open up a 401(k) through their new

Read More
Leslie Merrithew | Oct 21, 2020

How to Plan Long-Term Care Before You Need It

It’s daunting to think about the day when you may not be able to live independently and care for yourself. But planning early for long-term care can keep you

Read More
Leslie Merrithew | Sep 21, 2020

Using the FIRE Movement to Gain Financial Independence

Many people dream of the day they can leave work behind and start pursuing their lifelong dreams. But for most people, you’ll need to achieve financial

Read More
default blog image
Leslie Merrithew | Aug 21, 2020

Ups and Downs of Online-Only Banking

The digital world has transformed professional industries in unique ways that prior to internet access would have been impossible. Doctors can monitor patients

Read More
Details on Early Retirement Plan Rollovers | Merrithew & Thorsten
Leslie Merrithew | Jul 21, 2020

9 Important Details about Early Retirement Plan Rollovers

You’re probably aware that there are many options for retirement planning including 401(k)s, IRAs, Roth IRAs, and more. Some of the more common plans are

Read More
Benefits of Diversifying Investments | Merrithew & Thorsten, Inc
Leslie Merrithew | Mar 31, 2020

Coronavirus Lessons: Why Diversifying Your Portfolio is Important

Coronavirus

If you’re a beginning investor, it’s likely you’re concentrating on building your portfolio.  But as important as it is to build that portfolio, you should also

Read More
Leslie Merrithew | Mar 31, 2020

How to Create an Emergency Savings Fund in Wake of COVID-19

Coronavirus

If the Coronavirus’ effect on the markets has taught us anything, it’s that every single person reading this should start the process of creating an emergency

Read More
Leslie Merrithew | Mar 31, 2020

Building a Portfolio that Can Handle Market Volatility Amid the Coronavirus

Coronavirus

Building a portfolio that can handle market volatility amid the Coronavirus  

With Coronavirus worries creating rapid changes in the markets, your portfolio

Read More
Leslie Merrithew | Mar 31, 2020

Managing Emotions and Expectations During Market Uncertainty

Coronavirus

Riding the highs, and experiencing the lows, it is the way of the investment market. However, what if we told you that the key to sound and quality investing is

Read More
Leslie Merrithew | Mar 31, 2020

Navigating a Financial Crisis

Finance

During a crisis, you need answers, and your financial advisor knows this. It is a scramble to find the right information, and sometimes you do not even know

Read More
Leslie Merrithew | Mar 31, 2020

What are Employee Stock Options, and Why Should I Care?

Finance

As a young gun in the industry, you might not care about your employee stock options, but for those who pay attention, the benefits are enormous. In this

Read More

Pagination

  • Current page 1
  • Page 2
  • Next page Next ›
  • Last page Last »

Contact

858-547-1845
les@fee-only-planner.com

Address

9820 Willow Creek Road, Suite 200
San Diego CA 92131

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

© 2021 Merrithew & Thorsten, Inc. All rights reserved.