Posts by Merit

Wealth and family can be a tricky mix. Affluence can help families achieve great things and realize their shared vision, of course. But it also can create resentments and rifts…

According to the Social Security Administration, at least half of the elderly population in the United States relies on social security as their primary source of income. In other words,…

According to the Employee Benefit Research Institute, 6 in 10 workers in the United States feel stressed when having to prepare for retirement. And while 7 in 10 report that…

We find that people who have reached the highest levels of success and built truly significant wealth tend to share a number of key traits that are responsible for their…

Many people have seen change throughout their companies, but perhaps none like this. AT&T has announced a change in the retirement benefit plans of its employees. Listen to some of…

As a widow, there was always something about Valentine’s Day that made me feel unloved.  Of course, this is the complete opposite feeling that this holiday is meant to evoke,…

Hail Mary passes succeed just enough to hold football fans’ intrigue but fail so frequently that coaches have only one reason to use them. The reason? There is NO other…

When you think of brands, you probably envision the logos or slogans of household-name companies. But did you know that your family can have its own unique brand—and that your…

Listen to one of our Wealth Managers, Marcus Anderson, discuss the passing of the 2nd COVID-19 relief bill. He will explain some of the key highlights you can expect when…