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Afraid of Outliving Your Retirement Savings? Here Is What You Need to Know

Jovita Carranza

Live Q&A with Jovita Carranza

Major Career Change

Major Career Change: How to Manage the Transition & Avoid Mistakes

August 2021 Market Update (2)

August Market Update

couple looking at taxes

President Biden’s Estate Tax and Capital Gains Tax Proposals

financial advisor

Working With The Right Advisor

young adult children

Four Important Steps to Preparing Your Young Adult Children for Financial Independence

executor

Duties and Responsibilities of the Executor of the Estate

July 2021 Market Update

July Market Update

Questionnaires

woman working at home

Financial DNA

Merit has partnered with Financial DNA® to provide an in-depth perspective of your financial behaviors, communication styles, and tolerances. You'll begin this process by taking a short, web-based questionnaire, which will be followed up by a consultation with your advisor.

Click Here to take the assessment.

Financial House

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

Download the Worksheet

Risk Quantification

Risks come in many forms and can wreak havoc on our financial lives. An important part of your personal planning should be to identify and quantify as many of your potential risks and, where possible, identify strategies to mitigate those risks. Included in this worksheet are a few common risk areas for you to consider as you begin this process.

Download the Worksheet

Events & Webinars

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How to Keep More of Your Money | Webinar Session

David Elder, CFP®, wants you to attend an educational webinar session to learn about different assets that you can use to mitigate taxes and keep more of your money.

How to Keep More of Your Money Webinar
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How to Keep More of Your Money | Workshop Session

David Elder, CFP®, wants you to attend an educational workshop session to learn about different assets that you can use to mitigate taxes and keep more of your money.

How to Keep More of Your Money Workshop
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Understanding Medicare | Webinar Session

Thursday, September 23rd at 12:00pm & 7:00pm ET

Understanding Medicare Webinar
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Live Q&A with Jovita Carranza | Recording

Jovita Carranza Virtual Event

Calculators

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