Posts by Merit
Thinking About Taking Social Security Benefits? Here’s Everything You Need to Know
By Robert Alexandrovic, CFP®, CFA®, CPWA®, Managing Partner Since the Social Security Act was signed into law in 1935, Americans entering their post-working years have relied on its monthly benefits…
Read More4 Easy Steps to Get Started with Your Taxes in 2024
At Merit, we understand the season of income tax preparation can go hand-in-hand with feelings of joy (when one receives that much-anticipated refund); result in surprises (when one discovers they…
Read MoreMaking Financial Resolutions For the New Year
Written by: Stephen Frick, Wealth Manager & Partner While making New Year’s resolutions is a fun tradition that comes back around at the end of every calendar year, it’s not…
Read MoreMerit Financial Advisors Partners with Reis Financial Services, LLC to Expand Presence in Wisconsin
Merit Financial Advisors (“Merit”), a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions for high-net-worth individuals and families and those navigating life transitions, announced today…
Read MoreExpecting to be Laid Off? Here’s How to Prepare Financially and Come Out on Top
By Scott Meyer, Wealth Manager, Partner According to a CNBC article, nearly 150,000 employees were cut in major U.S. layoffs over the first three months of 2023, led by massive…
Read More5 Questions to Ask Yourself When Creating a Financial Plan
By Andrea Zoeller, Wealth Manager “A goal without a plan is just a wish.” – Antoine de Saint-Exupéry Creating a plan for your finances is no easy task. Your path…
Read MoreJuly 2023 Market Update
In this market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month’s market trends. Some of the key points for July’s update are: We hope you find this…
Read MoreHow to Have an Amazing Wedding That Won’t Break the Bank
By Jon Dudzinski, Portfolio Manager In 2022, 47% of engaged couples were planning their wedding on a budget, according to a 2022 study from The Knot. That same study also…
Read More2023 Mid-Year Market Review Replay
In this 2023 Mid-Year Market Review Replay, Caleb Tucker presents a comprehensive year-to-date performance summary and highlights key market trends. Some of the key points for this review are: Year-to-date…
Read MoreUnlock the World: 5 Travel and Finance Tips to Maximize Your International Adventures
It’s always exciting to visit places you have never been before, but there can also be some challenges. Marcus Anderson, CFP®, CIMA®, AIF®, Wealth Manager and Partner, shares five important…
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