Posts by Merit

The giving season is here, which makes it a good time to examine whether you should be giving financial gifts to family members now rather than later. If the answer is “yes,” then it is essential you examine the “how” and “why.”

Wealth Manager, Marcus Anderson, CFP®, CIMA®, AIF®, breaks down the 5 key indicators, definitions, and more. I want to talk about the word “recession”.  A word that can spark fear…

In this November market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month’s market trends. Some of the key points for November’s update are: The October inflation report…

Understanding your AT&T retirement plan will allow you to make informed decisions about your finances before and during your retirement. Of course, the telecommunications company does offer their support and…

Written by: Joe Cilley, CFP®, VP, Financial Planning Recently I saw an online profile of an advisor claiming to be “the easiest advisor you’ll ever work with.” I’ve been thinking.…

Marriage is one of life’s biggest milestones. Unfortunately, for many couples, so is divorce. That’s why it makes sense to consider how an upcoming wedding—be it yours or that of…

Written by: Kate Redden, CFP®, ChFC®, CKA®, Regional Director, Partner The end of a year traditionally is the time to make resolutions for the new year ahead. This applies as…

Written by: Tony Pitzer, CFP®, Partner, Wealth Manager If you’re at the beginning or middle of your working career, you may not have given much thought to Social Security. If…