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Archive

Protecting Your Retirement: Understanding the Cybersecurity Risks to Your Financial Future

Webinar Recap – Navigating the Digital Landscape: Awareness Essentials for Wealth Protection Webinar

Why 2025 Is the Year to Review Your Estate Plan: Key Tax Law Changes You Need to Know

Why Valuation Matters: Understanding the True Value of Your Advisory Firm

September 2025 Market Update

The Succession Wake-Up Call: Protect Your Firm Before It’s Too Late

Strong Cybersecurity Starts with Solid Cyber Hygiene

401(k) Day Spotlight: Are Alternatives Like Crypto and Private Equity Right for You?

Growth Through Partnership: How Merit Helps Financial Advisors Scale and Serve Clients Better

Questionnaires

Financial DNA

Merit has partnered with Financial DNA^® to provide you with an in-depth perspective of your personal financial behaviors, communication styles, and tolerances. You'll begin this process by taking a short, web-based questionnaire. Once completed, you'll have a consultation with your advisor to discuss the results.

Take Assessment

Financial House

Brought to you by our Private Wealth Division, this is a comprehensive plan to help manage your finances and build wealth. “Your Financial House” will demonstrate how much lifestyle, hybrid, and non-lifestyle income you need. Calculate your expenses on an annual basis for each category and total them at the end of each section.

Download Worksheet

Calculators

We’ve compiled a few financial calculators to help you successfully plan for your future.

Calculate Your Future