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  • Whom We Serve
  • Our Solutions
    • Life Transitions
      • Divorce
      • Retirement
      • Career Transition
      • Widowhood
    • Wealth Management
    • Financial Planning
    • For Businesses
      • CPA Connect
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×
  • Whom We Serve
  • Our Solutions
    • Life Transitions
      • Divorce
      • Retirement
      • Career Transition
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    • Wealth Management
    • Financial Planning
    • For Businesses
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      • Retirement Solutions for Employers
  • Insights
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      • Educational Videos
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      • Divorce Resources – New
      • Widowhood Resources
    • Events
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Schedule a Consultation

College Planning

Unlocking the Benefits of a 529 College Savings Plan

September 8, 2023
andres zoeller 529 website thumbnail

In this video, Merit Wealth Manager, Andrea Zoeller, CFP®, delves into the critical topic of 529 plans, shedding light on the top questions from potential investors. These plans are instrumental…

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Saving For College 101 with Sean Moore

May 25, 2023
sean moore website thumbnail

As parents, we all want a GREAT future for our children, and that often means going to college. Unfortunately, the cost of college has risen at more than twice the…

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How to Save for College Using a 529 Plan

May 8, 2023
How to Save for College Using a 529 Plan

Written by Tom Bakamus, CFP, Wealth Manager According to research by Best Colleges, the average total cost for a year of college at a four-year school is $35,551 (including tuition…

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College Planning Checklist: 3 Signatures Your Child Needs Before College

September 22, 2021
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Going off to college is one of the biggest transitions in your child’s life. However, it can also be a big change for you as a parent. You may have…

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Recent Posts

  • September 2023 Market Update
  • Unlocking the Benefits of a 529 College Savings Plan
  • Merit Financial Advisors Partners with Reis Financial Services, LLC to Expand Presence in Wisconsin
  • Thinking About Taking Social Security Benefits? Here’s Everything You Need to Know
  • Expecting to be Laid Off? Here’s How to Prepare Financially and Come Out on Top

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Merit Financial Advisors

At Merit, planning for what matters to you is our job.

We have a team of dedicated individuals desiring to educate you on how to be financially wise, protect and invest the money you have accumulated, help build a legacy for you and help the next generation reach their financial potential.

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Disclaimer

 

Check the background of your financial professional on FINRA's BrokerCheck

Advisors associated with Merit Financial Advisors may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of Merit Financial Group; or (2) solely investment advisor representatives of Merit Financial Group, and not affiliated with LPL Financial. Investment advice offered through Merit Financial Group, a registered investment advisor. Merit Financial Group and Merit Financial Advisors are separate entities from LPL Financial.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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