Taxes
5 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 More4 Easy Steps to Get Started with Your Taxes in 2023
As we enter the final week of March, we also enter the “final stretch” of tax season, as the April 18 tax deadline quickly approaches. At Merit, we understand the…
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 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 MoreThe Ultimate Guide to 529 Plans
If you use a 529 Plan savings account, then you probably already know how useful it can be when saving for your child’s education. A 529 Plan does not only…
Read More15 Best States to Retire in a Tax-Efficient Way
Even if you have substantial savings that will see you through your retirement years, you still need to make sure you are getting the most for your money. While federal…
Read MorePresident Biden’s Estate Tax and Capital Gains Tax Proposals: What You Need to Know
When President Biden revealed his latest tax proposals, he was, in many ways, picking the baton back up from his days as Vice President. In a 2015 State of the…
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