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Videos

6 Daily Cybersecurity Practices to Protect You and Your Financial Well-Being

Protecting Your Retirement: Understanding the Cybersecurity Risks to Your Financial Future

Spring Cleaning Your Finances with Steve Denton

3 Critical Financial Planning Tips Every Business Owner Should Know

Financial Literacy with Max Baer

Merit Financial Advisors Partners with Access Investment Advisors to Expand Presence in Wisconsin

March 2024 Market Update

Three Reasons Life Insurance Should be Part of Your Wealth Plan

This Financial Literacy Month, Teach Your Kids About Spending, Giving, & Investing

Questionnaires

Financial DNA

Merit has partnered with Financial DNA^® to provide you with an in-depth perspective of your personal financial behaviors, communication styles, and tolerances. You'll begin this process by taking a short, web-based questionnaire. Once completed, you'll have a consultation with your advisor to discuss the results.

Take Assessment

Financial House

Brought to you by our Private Wealth Division, this is a comprehensive plan to help manage your finances and build wealth. “Your Financial House” will demonstrate how much lifestyle, hybrid, and non-lifestyle income you need. Calculate your expenses on an annual basis for each category and total them at the end of each section.

Download Worksheet

Risk Quantification

Risks come in many forms and can wreak havoc on our financial lives. An essential part of your planning should be to identify and quantify as many of your potential risks and, where possible, identify strategies to mitigate those risks. This worksheet includes a few common risk areas for you to consider as you begin this process.