Posts by Merit

A very common question we receive is: Do I have enough money or am I on the right track to retire? We are here to answer your questions! Watch the…

When we spend money, we’re doing more than simply buying things. We want to create feelings of happiness, satisfaction and well-being. But are we really spending our money in ways…

Watch the video below to learn more about the modified rule of 75 and the changes AT&T has made to the retirement package. Should you have questions or concerns about…

Here’s an uncomfortable truth you need to accept: Someday—hopefully in the very distant future—you are going to die. The good news: You can make that moment easier on your heirs…

Reinvention: It’s Not Easy When your spouse dies, so does the future that the two of you planned together. You’re overwhelmed by the grief, newfound responsibilities, tangle of emotions, and…

Inheriting money comes with plenty of benefits. But an inheritance—even a big one—doesn’t automatically mean a worry-free life of ease. A windfall can actually create unique challenges and conflicts that…

A Story of Loss and What You Can Learn from It. “We never truly get over a loss, but we can move forward and evolve from it.”  – Elizabeth Berrien…

The Internal Revenue Service announced that anyone who already took a required minimum distribution (RMD) in 2020 from certain retirement accounts now has the opportunity to roll those funds back…