Merle R. DiVita, CFP, CIMA

11/03/2026

Today is Election Day.
No matter your perspective, participating in the democratic process is one way we can all help shape the future of our communities.

🗳️ If you're eligible to vote, be sure to make your voice heard.

10/31/2026

Wishing you a Halloween filled with fun, laughter, and plenty of treats.
Whether you're dressing up, handing out candy, or enjoying the fall season with family and friends, we hope you have a safe and happy Halloween.

Happy Halloween! 🎃

10/27/2026

There’s no one-size-fits-all answer when it comes to claiming Social Security. 💡 The right age depends on your health, income needs, and overall retirement plan. Read the blog to learn more.

There is no "right" age to take Social Security — just the right age for you and your individual situation.

10/23/2026

Whether your goals involve retirement, travel, family, or leaving a legacy, a financial plan can help bring structure and clarity to the journey ahead.

Financial planning helps connect the pieces of your financial life and create a roadmap designed around what's most important to you.
This Financial Planning Month, consider whether your current strategy reflects your long-term goals.

Learn more about the value of working with a CFP® professional: https://www.merledivita.com/why-a-cfp

10/22/2026

AI is creating plenty of buzz, but smart investing still comes down to the basics. 💡 Strong leadership, sound financials, and a proven track record matter just as much today as they always have. Read the blog for more.

Amidst AI hype, investors must focus on fundamentals.

10/20/2026

October is Breast Cancer Awareness Month.

This month, we honor survivors, remember those we've lost, and support the individuals and families affected by breast cancer. Together, we can help raise awareness, encourage education, and support ongoing research efforts.

10/16/2026

Your life changes. Your plan should too.

Career transitions, family milestones, retirement goals, and unexpected opportunities can all impact your financial picture. That's why financial planning isn't a one-time event. It's an ongoing process that evolves alongside your life.

Regular reviews can help ensure your plan continues to reflect your priorities and long-term goals.

Learn more about financial planning: https://www.merledivita.com/

10/13/2026

This Women's Small Business Month, we celebrate the women who are building businesses, creating opportunities, and making a difference in their communities.

Entrepreneurship requires vision, dedication, and resilience. Throughout October, we're proud to recognize women-owned businesses and their contributions to local economies and communities.

10/13/2026

A paid-off home can ease retirement costs, but where you live still matters. 🏡 Read the blog to see how retirement savings needs vary by state.

A single retiree with a paid-off home may need about $572,000 to $909,000 in savings, depending on the state. A typical mortgage-free couple could need $700,000 to $1.18 million for a comfortable retirement. Even without a mortgage, retirees still face housing costs such as property taxes, insurance...

10/10/2026

Mental health is an important part of overall well-being.

This World Mental Health Day, take time to prioritize rest, meaningful connections, and the activities that help you recharge. Small moments of self-care can have a meaningful impact on your day-to-day life.