7 Questions to Ask While Preparing for a Divorce Settlement Process

hand holding ring

Written by: Lori Price, Wealth Manager & Partner & Hollis Hardiman, Wealth Advisor & Partner Although very often stressful and emotional, preparing for your settlement agreement 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…

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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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Divorce After 50: How It Can Impact Your Financial Planning

rings on divorce papers

Experiencing a divorce at any age can be stressful and complicated. In addition to the mental and emotional toll a newly divorced person must undergo, there are also various financial consequences to consider. This is especially true if you share financial accounts with your ex. For this reason, when someone experiences divorce after 50, the…

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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 towards 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 want…

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Tips for Managing Money Within a Marriage

couple on couch

As one of the leading services offering 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

hands and rings

Written By: Hollis Hardiman, CDFA™ 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 divorce can’t be overlooked…

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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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