7 Questions to Ask While Preparing for a Divorce Settlement Process

hand holding ring

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 and accurate information and getting organized in advance. If you are unsure about certain assets owned by you or your spouse, you could be losing…

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Couples and Money: How to Better Your Finances Together

Couple smiling

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 one. You each may have different morning routines, food preferences, and social habits. However, these differences become much starker when it comes to money. More…

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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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Finding Financial Success After The Death Of A Spouse

merit logo

Listen to Joy D. Kirsch, founder of our TruWealth for Widows division, speak about the importance of finding financial success after the death of a spouse. To learn more about our Widow’s division, give us a call at 866-628-3508.  

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Thinking About A Divorce? There Are Ways to Help Make Separation Easier!

Rope splitting

At Merit Financial Advisors, we have a focus on home finances and helping our clients create strategies to work toward being financially stable during troubled times – such as divorce. Our certified divorce financial analysts are always glad to help make a divorce go more smoothly and offer reassurance during an uncertain process; we also…

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5 Tips for Managing Money Within a Marriage

couple on couch

Since one of our core competencies is providing financial advice for widows, the team from Merit Financial Advisors has seen firsthand how money can put a strain on a marriage. Although a stable financial footing can lead to a happy, successful marriage, we’ve all heard the saying that with more money comes more problems. Unfortunately, this…

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The Financial Effects of Divorce

The Financial Effects of Divorce

Written By: Hollis Hardiman, CDFA™, Wealth Advisor & Partner People who are considering divorce usually think about the emotional toll the split will have on their family. Removing someone from your life who played such a close part in it can be very stressful, especially if there are children involved. But the financial consequences of…

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Certified Divorce Financial Analysts Debunk 5 Common Divorce Myths

myth versus fact

Seeing that divorce is not something you go through daily, many people hardly know what to expect. The lack of information is further fueled by rumors and common misconceptions. This may result in the divorcee succumbing to false, predetermined truths and getting less than they deserve in a divorce settlement. In this article, the team…

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Three Ways Women Can Set Themselves Up For Financial Success

Written By: Lori Price, CFP®, Wealth Manager & Partner Women are increasingly responsible for household finances representing a significant shift from previous generations. These changing trends shouldn’t come as a surprise given that women have a longer life expectancy than their male counterparts and the average age of widowhood is 58. In fact, an estimated…

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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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