Posts by Merit
How a Practical Risk Evaluation May Improve Your Investment Portfolio
Building your wealth is a constant balancing act between adopting new growth opportunities and hedging your portfolio against risk. You want to get the best possible ROI, but not at…
Read MoreYear-End Planning Tips to Grow Your Practice
Written By: Zac Beckerley, Wealth Manager | Partner This article was published by ReThinking65.com. To learn more, click here. Year-end is a busy time for advisors, with pressing business activities, annual gifting…
Read MoreFinding Financial Success After The Death Of A Spouse
Listen to Joy D. Kirsch, founder of our TruWealth for Widows division, speak about the importance of finding financial success after the death of a spouse. To learn more about…
Read MoreThe Seller’s Perspective: How to Find the Right Professional Partner to Help Your Advisory Practice Succeed After You Sell
Written by Kelly Straub We have seen a swift change in the RIA landscape in recent years, as an increasing number of independent advisors are opting to join forces with…
Read MoreSmart Ways To Help Clients See What Comprehensive Planning Entails
This article was published by Investors.com. To learn more, click here. Some consumers view financial planners as stockbrokers. They expect their advisor to feed them hot stock tips and produce market-beating…
Read MoreThinking About A Divorce? There Are Ways to Help Make Separation Easier!
At Merit Financial Advisors, we have a focus on home finances and helping our clients create strategies to work toward being financially stable during troubled times – such as divorce.…
Read MoreCollege Planning Checklist: 3 Signatures Your Child Needs Before College
Going off to college is one of the biggest transitions in your child’s life. However, it can also be a big change for you as a parent. You may have…
Read More5 Tips for Managing Money Within a Marriage
Since one of our core competencies is providing financial advice for widows, the team from Merit Financial Advisors has seen firsthand how money can put a strain on a marriage. Although…
Read More15 Best States to Retire in a Tax-Efficient Way
Even if you have substantial savings that will see you through your retirement years, you still need to make sure you are getting the most for your money. While federal…
Read MoreAfraid of Outliving Your Retirement Savings? Here Is What You Need to Know
Written By: Brad Cast Outliving your retirement savings is a concern that many retirees face. You spent your entire working life saving so that you could be comfortable in retirement,…
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