Posts by Merit
Afraid 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,…
Read More4 Key Olympic Lessons for Advisers
Written By: Kay Lynn Mayhue, President This article was published by InvestmentNews.com. To learn more, click here. This year’s Olympics were incredible, showcasing the world’s top competitors as a bright light…
Read MoreLive Q&A with Jovita Carranza
Live Q&A with Jovita Carranza, the 44th Treasurer of the United States, 26th Administrator of the United States Small Business Administration, and successful businesswoman. Our President, Kay Lynn Mayhue, will walk through…
Read MoreMajor Career Change: How to Manage the Transition & Avoid Mistakes
Making a major career change can feel like a big undertaking, but it is actually a lot more common than many people realize. In fact, a recent poll showed that…
Read MoreTips & Financial Advice for Women Going Through a Divorce
Going through a divorce can be a difficult time for anyone, but studies show it can be more complicated for women. This is because unfortunately, much like there exists a…
Read MorePresident Biden’s Estate Tax and Capital Gains Tax Proposals: What You Need to Know
When President Biden revealed his latest tax proposals, he was, in many ways, picking the baton back up from his days as Vice President. In a 2015 State of the…
Read MoreWorking With The Right Advisor
Finding the right financial advisor to work with can be a challenging task. We’ve certainly had clients tell us that their previous advisors weren’t able to deliver the value they…
Read MoreWhat is the Role of a Certified Divorce Financial Analyst
Going through a divorce is never easy, especially when it comes to finances. However, working with a certified divorce financial planner can make the process go much more smoothly. They’re…
Read MoreDuties and Responsibilities of the Executor of the Estate
Written By: Tony Pitzer, CFP® No one is ever prepared for the passing of a loved one. Even when family members have time to say goodbye, the pain isn’t lessened.…
Read MoreRetirement and Inheritance Fund Planning: A Retirement Specialist Weighs In
No matter how old children get, parents will always see them as their little kids. They have years of memories of helping them get through life by offering guidance and…
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