Finish the Year Financially Strong

Client On-Demand Webinar

Recorded by: Kay Lynn Mayhue, President | David Elder, Wealth Manager | Emily Boothroyd, Wealth Manager | Andy Lubben, Regional Director | Joy Kirsch, Founder of TruWealth for Widows | Caleb Tucker, Director of Portfolio Strategy On behalf of the entire Merit Family, we wish you a wonderful and blessed Thanksgiving and a peaceful start…

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Tips for Widows When Selecting a Financial Advisor

lady looking at tablet

Ask yourself, “Do I want someone to recommend and manage my investments or someone to sell me insurance to protect my family? –or– Do I want help with money management plus someone to give me advice on protecting me and my loved ones against death or disability, minimizing my taxes, help with my budgeting and…

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Tips for Widows: How to Sort Through the Chaos After the Death of a Spouse

lady in sunset

Financial Advice for Widows: 6 Tips The loss of a spouse can be crippling—emotionally, physically, spiritually, socially, and equally important, financially. A recent survey found that 78% of widows said that losing their spouse was the single hardest thing that they have been through and the top financial challenges included adjusting to a loss in…

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Love it Forward

rose petals

As a widow, there was always something about Valentine’s Day that made me feel unloved.  Of course, this is the complete opposite feeling that this holiday is meant to evoke, but this day can be exceptionally painful for the many women who are experiencing widowhood.  Fortunately, I have found over the years that I began…

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A Financial Advice Checklist for Widows

Holding hands

Losing a spouse is tough both emotionally, as well as financially. You might be wondering how to plan for your future without your partner, or what will happen to their assets and yours. Well, that’s why the team from Merit Financial Advisors is here to help ensure you’re financially prepared for the future. As our…

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5 Steps to Financial Empowerment for Females

woman on beach

Unfortunately, even in the twenty-first century, it’s a man’s world, especially when it comes to financial matters. That’s why as a woman, it’s essential to have an arsenal of financial planning tips and advice at your disposal to call on when you need help. For this reason, the team from Merit Financial Advisors has collected…

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Post-Widowhood: Reinventing Your Future

optimistic woman

Reinvention: It’s Not Easy When your spouse dies, so does the future that the two of you planned together. You’re overwhelmed by the grief, newfound responsibilities, tangle of emotions, and resulting exhaustion that so often accompany widowhood. And now you’re also tasked with reinventing yourself and reimagining a future that no longer includes your partner…

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Planning for the Unexpected

sad lady

A Story of Loss and What You Can Learn from It. “We never truly get over a loss, but we can move forward and evolve from it.”  – Elizabeth Berrien When I first began to work with financial planning clients, I met a woman whose story has stayed with me, and will undoubtedly be a…

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Being Stuck and Resting are NOT Equal

woman standing at sink

Decisions, Decisions… If you have traveled, or are traveling, the widowhood road, you probably know how overwhelming its myriad changes and choices can be. Making even one good decision, let alone many can be an especially tall order at a time when just putting one foot in front of the other may seem like more than you can muster.…

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