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5 money move fro retirees

5 Money Moves for Near Retirees


Tips for Widows: How to Sort Through the Chaos After the Death of a Spouse

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Market Update – March 2021

Family at beach

“We, the Family”: The Benefits of a Family Constitution

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Retirement Plan Company Explains How to Secure Reliable Income Streams

generational family, grandfather, grandmother, granddaughter

A Comprehensive Guide to AT&T Retirement Plans

Divorce, court, separation of households

Why You Should Hire a Certified Divorce Financial Analyst®

professional discussion

Important AT&T Retirement Plan Updates for 2021

road to excellence

The Power of Purpose in Reaching Audacious Goals


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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


The Widow's Journey Support Group

April 13th at 6:00pm CT  |  Dallas, TX


Put Your Money Where Your Heart Is

Thursday, April 22nd at 1:00pm ET

Environmentally & Socially Conscious Investing

Post-Divorce Financial Planning

Thursday, April 22nd at 7:00pm ET  |  Wilton, CT

Post-Divorce Financial Planning Webinar

Post-Divorce Financial Planning

Friday, April 23rd at 12:00 pm ET

divorce 101 webinar


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