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January 2023 Financial Outlook

December 2022 Market Update

8 Helpful Financial Planning Tips for a Great End of Year Review

3 Great and Timely Reasons to Give Monetary Gifts this Holiday Season

What is a “Recession”? Here Are the 5 Key Indicators

November 2022 Market Update

Important AT&T Retirement Plan Updates for 2022-2023

How to Find a Financial Advisor Who is Truly Client-Centric

Wealth Planning for Age 90, 100 – and Beyond

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

Risk Quantification

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