Posts by Merit

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…

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…

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…

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…

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…

Written By: Zac Beckerley, Wealth Manager | Partner From budgeting and saving to determining the appropriate investment strategy, there is a lot for young adults to consider in reaching financial…

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…

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.…

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…