Posts by Merit
Top 10 Provisions in SECURE 2.0
Congress recently enacted landmark retirement legislation known as SECURE 2.0 that will incentivize individuals to save for retirement, while increasing access to workplace plans. The new law includes a number…
Read More4 Things You Can Do to ‘Recession-Proof’ Your Retirement
Written by Kirk Wilkerson, CIMA®, CFF, Regional Director & Partner Many of us have a specific time by which we’d like to retire, such as a certain age or reaching…
Read More5 Simple Steps to Prepare for Next Year’s Income Taxes
With recent memories of this year’s tax season fresh on your mind, now is the perfect time to consider strategies and actions to make next year as painless as possible…
Read MoreFebruary 2023 Market Update
In this February market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month’s market trends. Some of the key points for February’s update are: There was progress slowing…
Read MoreJanuary 2023 Financial Outlook
In this 2023 Financial Outlook video, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews market trends. Some of the key points for 2023 are: Federal Reserve policy will remain a…
Read MoreMerit Financial Advisors Partners with Financial Design Group to Expand Presence in Pacific Northwest
Merit Financial Advisors (“Merit”), a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions, announced today it has acquired Financial Design Group, Inc. (“FDG”), adding a new office…
Read MoreDecember 2022 Market Update
In this December market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month’s market trends. Some of the key points for December’s update are: The November inflation report…
Read MoreMerit Financial Advisors Partners with Allegiance Retirement Solutions, Adding Fifth Georgia Office
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 MoreSuccess Factors: A Conversation with Merit CEO Rick Kent and HGGC Co-Founder and NFL Hall of Famer, Steve Young
Written by: Suzanne Siracuse, CEO and Founder of Suzanne Siracuse Consulting I recently moderated a Financial Advisor Magazine webinar featuring Merit Financial Advisors CEO Rick Kent and HGGC Chairman and…
Read More8 Helpful Financial Planning Tips for a Great End of Year Review
Decisions are best made with a little time for reflection, good information, and advice from experienced professionals. These final weeks of the year are a perfect time to take stock…
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