Financial Planning
Unlocking the Benefits of a 529 College Savings Plan
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…
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 MoreIs it Time to Spring Clean Your Financial Plan?
Written by Baylee Bryant, CFP, Wealth Manager It’s that time of year again. Snow is melting, birds are singing, and we’re antsy to get moving and enjoy the sunshine that…
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…
Read MoreFinancial Planning Checklist: 8 Essential Components
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 MoreFinancial Planning as a Show of Love
We are in the season of two “special” days that deal with commitment. One of them, “Ditch New Year’s Resolution Day,” is about breaking a commitment. The other, Valentine’s Day,…
Read More5 High-Net-Worth Investment Management and Financial Planning Tips
Written by Blaine Malcolm, Wealth Manager, Partner There are millions of high-net-worth individuals (HNWI) in the United States, more than any other country on Earth. You might think the HNWI…
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