Insights

We focus on providing reliable and professional financial advice by establishing a genuine and long-lasting relationship with our clients.

Blog Posts

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AT&T Retirement Benefits
Divorce
Educational Videos
Estate Planning
Market Updates
Taxes
Wealth Management
Widowhood

Finish the Year Financially Strong

Making Sense of Medicare and Planning for a Healthy Retirement

Why Insurance Should Be the Basis of a Strong Risk Mitigation Strategy

How a Practical Risk Evaluation May Improve Your Investment Portfolio

October Market Update

Finding Financial Success After The Death Of A Spouse

The Ultimate Guide to 529 Plans

Managing Your Health in a Post-Covid-19 World

September Market Update

Questionnaires

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

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.

Click Here to Register

Market Update | Webinar Session

Please join Brian Martin, Wealth Manager with Merit Financial Advisors, as he provides a timely update on current Economic Conditions and market dynamics as we continue to recover from the Covid Pandemic.

Click Here to View the Recording

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.