Posts by Merit

Stress testing can also be effective at identifying potentially big problems—or possibly huge mistakes—so you can make changes proactively. We believe stress testing should be a part of many people’s…

Decisions, Decisions… If you have traveled, or are traveling, the widowhood road, you probably know how overwhelming its myriad changes and choices can be. Making even one good decision, let alone many can be…

How can the CARES ACT help make your healthcare needs more affordable? Watch the video to learn 3 practical ways the CARES ACT can help you and your family today!…

Hear our President, Kay Lynn Mayhue, CFP®, AEP®, RFC®, talk with Emily Boothroyd, JD, CFP® discuss the importance of being prepared and the documents that you may need to have…

Becoming a Widow Since recently becoming a widow, Deborah often feels as if she’s trapped on a renegade roller coaster of stress, fear, confusion, exhaustion and loneliness. As if her…

Are you interested in how the Cares Act will impact you or your family? Watch this short 2-minute video from one of our Wealth Managers, Marcus Anderson, to find out…

Saying Goodbye Many estimates suggest that after their spouses die, a whopping 70% of widows fire their financial advisors. Anecdotal evidence suggests this often happens because the advisor (who supposedly worked for…

First Things First For centuries, some of the world’s greatest thinkers have contended that helping others is the key to happiness. So you might think that volunteering your time, talent…

They say we get wiser as we get older, but let’s face it: Many new uncertainties and challenges can crop up as people get deeper into their golden years. Changes…

By Joy Kirsch Repetition-Worthy Advice for Widows Make sure your bills are paid so you can keep your good credit. (Don’t pay your husband’s bills from your part of the…