Merle R. DiVita, CFP, CIMA

06/08/2026

Are you making the most of your retirement plan this year? ⏳
A quick midyear check could uncover opportunities to save more and maximize your employer match.
👉 Read the blog to see if you’re on track before year-end.

This may be a good time to make sure you are on track to meet your annual contribution goal.

06/02/2026

Happy Pride Month! 🌈
We proudly stand with the LGBTQIA+ community and believe everyone deserves financial guidance that honors who they are and the future they’re building. We’re here to help—every step of the way.

✨ Connect with us: https://www.merledivita.com/contact-us

05/30/2026

🎨✨ Happy National Creativity Day! Today is a celebration of fresh ideas, problem‑solving, and the unique ways creativity shows up in everyday life. Whether big or small, innovative thinking helps shape better solutions and brighter futures.

05/28/2026

📈 Still working after 60? It could mean a bigger Social Security check. A little‑known calculation quirk means higher wages later in your career can boost lifelong benefits. ✅ Read the blog to learn how working longer pays off.

No matter what age you start collecting Social Security, the size of your monthly check is linked to something called the Primary Insurance Amount, your projected monthly benefit at full retirement age. So you want your PIA to be as big as possible. Here's what to know.

05/27/2026

It’s easy to wait for the “perfect” moment to take action—but progress comes from showing up regularly. 📈
Small, steady decisions often make a bigger impact than one‑time moves. Stay consistent, and let time do the heavy lifting.

05/25/2026

Memorial Day is a time to pause and honor the men and women who gave their lives in service to our country. We remember their sacrifice with gratitude and respect, and we honor the families who carry their legacy forward. 🕊️

05/22/2026

📊🧭 Retirement planning isn’t just about when you stop working—it’s about how you withdraw income, manage taxes, and give thoughtfully. A well‑designed strategy helps preserve wealth and reduce uncertainty over time.

✨ Explore what working with Merle looks like: https://www.merledivita.com/working-with-merle

05/20/2026

⚡🌱 Clean energy is everywhere — but storing it is the challenge. From batteries to pumped hydro, innovation is powering a more reliable future. 🌍 Read the blog to learn more.

Energy generated from the sun, wind and other renewable sources naturally varies – when the supply dips, there’s less electricity available to power and heat our homes. Being able to store it is therefore key, so what are the options?

05/18/2026

💼💡 Having wealth can make retirement planning more complex, not less. From goal‑setting and cash‑flow planning to tax strategy, organization is key to making your money last 30+ years. Confidence comes from having a plan designed around your life.

👉 Learn how Merle works with clients: https://www.merledivita.com/working-with-merle

05/15/2026

🍪😄 Happy National Chocolate Chip Day! Whether you prefer them warm, gooey, crunchy—or straight from the bag—today is the perfect excuse to enjoy a classic treat. Go ahead… you deserve an extra chocolate chip (or two)! 🍫✨

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