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Archive

Plan for the Best, Prepare for the Rest: Why Prenuptial Agreements Are Back, and Smarter Than Ever

4 Important Steps to Preparing Your Young Adult Children for Financial Independence

Webinar Recap: Halftime Report: 2025 Market Trends, Turbulence and Takeaways

College Planning Checklist: 3 Signatures Your Child Needs Before College

Webinar Recap: FA Magazine – Smart Growth: Proven Strategies for RIAs in a Margin Squeezed World

June 2025 Market Update

Merit Financial Advisors Expands Pacific Northwest Presence Through Partnership with Olympic Wealth Management

May 2025 Market Update

What Families with Unique Dynamics Need to Know About Financial Planning

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

Calculators

We’ve compiled a few financial calculators to help you successfully plan for your future.

Calculate Your Future