Posts by Merit
The Definitive Financial Planning Checklist: 8 Essentials
Written by Andy Lubben, Regional Director | Partner We all know how important financial planning is. A financial plan acts as a guide as you go through your life’s journey.…
Read MorePractical (And Profitable) Ways To Attract Women Advisors
Written by Kay Lynn Mayhue, President | Article originally appeared in FA-Mag. Something’s amiss in the financial advice business, and the data confirms it: Women account for only about 15% of the…
Read MoreMerit Financial Advisors Adds Fourth Office in Georgia with Acquisition of Dasher & Padgett Financial Advisors, Inc.
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, today announced…
Read MoreRising Inflation and Interest Rates: What That Means for You
Written by: Caleb Tucker, CFA®, Director of Portfolio Strategy Mortgage interest rates hit an all-time high earlier this year, and while the numbers have quieted down a bit since then,…
Read MoreWhat To Do and Not To Do During Market Volatility
Written by Caleb Tucker, Director of Portfolio Strategy If you have any amount of money invested or you have been keeping up with the news, you probably get the feeling…
Read MoreLiving the Good Life, Despite Life’s Challenges
Merit President, Kay Lynn Mayhue, CFP®, AEP®, RFC®, sits down with FULL LIFE LLC founder and CEO Maureen Whatley to discuss mental health and the critical role it plays in…
Read More7 Questions to Ask While Preparing for a Divorce Settlement Process
Written by: Lori Price, Wealth Manager & Partner & Hollis Hardiman, Wealth Manager & Partner Although very often stressful and emotional, preparing for divorce often comes down to acquiring complete…
Read MoreTax Efficiency: Your Ultimate Guide to Tax Deductions
Written by: Brian Martin, Wealth Manager Being “tax efficient” looks a little different for everyone. That said, there are always methods to ensure that you save on your taxes and…
Read MoreHow Do Charitable Tax Deductions Work?
Written by: David Elder, Wealth Manager & Partner It is a question that millions of giving Americans ask around tax season. Fortunately, donating to charities and getting a tax write-off…
Read MoreCouples and Money: How to Better Your Finances Together
Written by: David Elder, Wealth Manager & Partner & Jennifer Mann, Relationship Manager & Financial Planning Coordinator It can be a challenge when you have two different lives merging into…
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