Bottom Line

• Move frees up capital for other usesBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Insurance policy can tap business wealthBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Pension plan strategy takes a hitBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Crisis helped to weed out the cheatersBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Think of others and plan your funeralBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Philanthropy’s place in big pictureBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Many think more about cars than their futureBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Focus on person rather than moneyBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• The average investor’s predicamentBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Uncovering little-known Trillium planBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Rethinking corporate benefit plansBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Insured annuity attractive to older clientsBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Is Designation a Licence to Play in the Big Game?Interview with Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• A page out of the alchemist’s bookBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Health trust both cost and tax effectiveBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• The daunting move to being a generalistBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Cultivating a group mind, in the best senseBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Affluent demand comprehensive approachBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Building bridges beats burning themBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Working to discover those hidden assetsBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Never expect to get without first givingBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Make business divorce less painfulBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Head conflict off by talking things overBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Beginning by having the end in mindBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Advice for some advisors: get out nowBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Profit sharing plan avoids double paymentBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Avoiding the shoemaker's trapBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Making the best of a bad situationBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• How to make money work harder, longerBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Offer new ideas or someone else willBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Client preparation is key to auditBy Peter J Merrick, BA, FMA, CFP, TEP, FCSI
• Working with a foot in both campsBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Strategy could have helped widowBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Author sees hefty book as reference toolBy Donalee Moulton
• Understand what money is, and is notBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Turning a windfall into lasting wealthBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Earning trust opens many doorsBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• When wealth transfers, will you be there?By Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Determining best insurance coverageBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Wise person plans for all possibilitiesBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Making sense of an absurd arrangementBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Managing the latest generation gapBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Focus work on clients with most potentialBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Preparing clients for life after lossBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• People value what they pay for moreBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Competitors innovate to woo your clientsBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Don’t sell for tax loss just at year endBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Don’t tiptoe around this ‘taboo’ topicBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Locking in mortgage an inflation hedgeBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Many unprepared for coming changesBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Own house sooner while paying less taxBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• More options for parents of disabledBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Dreams are just that without a planBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Ex-employees leave money on tableBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Beware estate battles in familyBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Creating a shield from business creditorsBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Advantages of selling to employeesBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Orchestrating family firm transitionsBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Plan well when passing the torchBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Making life less taxing for one’s heirsBy Peter J Merrick, BA, FMA, CFP, TEP, FCSI
• Plan for trouble before it occursBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• How to effectively sell a businessBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Comparing RRSP with its American cousinBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Trust can lessen burden of disabilityBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• When individuality may not be bestBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• When time is right for private equityBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Angels can rescue ideas from oblivionBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Weather market storms with long-term planBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Options beckon for baby boomersBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Keep clients from bolting offshoreBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Think beyond traditional tax solutionsBy: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Know big questions to understand clientsBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Creative ways to use life insuranceBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• A way to bolster workplace health careBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Many financial pros better at sales than adviceBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Author Merrick sees potential in obscure wealth creation toolBy Elaine Wiltshire
• A lasting way to protect the vulnerableBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• The wealthy have money problems tooBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Insure protection of your client, yourselfBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Overview of insurance underwritingBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Trusts can help when tragedy strikesBy Peter J. Merrik, BA, FMA, CFP, TEP, FCSI
• Responsibility, even risk, in trustee roleBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Despite Rising Costs: There is a creative option for employee health careBy Peter Merrick, BA, FMA, CFP, TEP, FCSI and Stan Risen
• Make the most out of government disability helpBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• A little used but mighty employee benefit toolBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Don’t skate on thin ice with your clientsBy Mort Shapiro and Peter Merrick, BA, FMA, CFP, TEP, FCSI
• A trust can shield vulnerable peopleBy Peter Merrick, BA, FMA, CFP, TEP, FCSI and Peter Traynor
• Lock in stability with key person coverageBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Getting over the dread of public speakingBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• How to write off learning disability expensesBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Stock options and the independent consultantBy: Peter J. Merrik, BA, FMA, CFP, TEP, FCSI
• The benefits of individual pension plansBy Peter Merrick, BA, FMA, CFP, TEP, FCSI and Trevor Parry
• Include financial plan in separation agreementBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Often overlooked, employee profit plans give more controlBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Individual pension plans no longer a rare breedBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• There is no excuse for failing to take chargeBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Due Diligence: Romance, love and the pursuit of happinessBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Capital pool concept is gaining market tractionBy James Sbrolla and Peter Merrick, BA, FMA, CFP, TEP, FCSI
• IPPS: Growing in popularityBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Creditor protection planning is often overlookedBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Making the case for managed moneyBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Nobody actually plans to failBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Misconceptions can cause unnecessary hardshipBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Responsible investing called lucrative and safeBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Severance, inheritance called the new windfallsBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Retirement expenses understatedBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Self-employment growth called an opportunity knockingBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Asset Allocation: Re-balancing act part of post-holiday traditionBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Financial Planning Myth #9: No need to save; ‘I intend to die young’By Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Financial Planning 101By Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Rising healthcare costs called a national corporate dilemmaBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Under-funding threatens defined pension plansBy Peter J. Merrik, BA, FMA, CFP, TEP, FCSI
• Want To Be Rich? Find out what everyone else is doing and do the exact oppositeBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
• Preparing for business retirementBy Peter Merrick, BA, FMA, CFP, TEP, FCSI and Trevor Parry
• Beginning-by-having-the-end-in-mindBy Peter J. Merrick, BA, FMA, CFP, TEP, FCSI