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Is it Really Necessary to Review Your Credit Report?
Retirement Sarah Stevens 2/24/25 Retirement Sarah Stevens 2/24/25

Is it Really Necessary to Review Your Credit Report?

I believe reviewing your credit report regularly is a crucial aspect of maintaining your financial health.  Here's why I believe it's important, how to do it, and some considerations to keep in mind.

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Leveraging Technology to Achieve Your Financial Goals!
Retirement Sarah Stevens 1/20/25 Retirement Sarah Stevens 1/20/25

Leveraging Technology to Achieve Your Financial Goals!

As a Wealth Manager, I've seen firsthand how technology has revolutionized the way we manage money and seek to achieve the financial goals of the families we serve.

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Poterack Capital Advisory is a tradename. All services provided by Poterack Capital Advisory investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors, Inc. “Mercer Advisors” is a brand name used by several affiliated legal entities owned by Mercer Advisors, Inc., including, Mercer Global Advisors, Inc., an SEC registered investment adviser providing investment advisory and family office services; Mercer Advisors Private Asset Management, Inc., an SEC registered investment adviser providing discretionary investment management services to affiliated private funds; Mercer Advisors Tax Services LLC, a tax services and accounting firm; Heim, Young and Associates, Inc., (MA Brokerage Solutions) a broker/dealer, member FINRA/SIPC; and Mercer Advisors Insurance Services LLC, (MAIS) an insurance agency. 

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