Insights

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

Blog Posts

All
  • All
  • AT&T Benefits
  • Divorce
  • Educational Videos
  • Estate Planning
  • Market Updates
  • Retirement
  • Taxes
  • Wealth Management
  • Widowhood
5 Critical Steps to Help Women Financially Prepare for Divorce

5 Critical Steps to Help Women Financially Prepare for Divorce

May Market Update

May 2022 Market Update

Rising Inflation and Interest Rates: What That Means for You

Rising Inflation and Interest Rates: What That Means for You

Market Update

Market Update: Year-to-Date Market Volatility

What To Do and Not To Do During Market Volatility

What To Do and Not To Do During Market Volatility

Living the Good Life, Despite Life's Challenges

Living the Good Life, Despite Life’s Challenges

April 2022 Merit Market Update | Watch Now

April 2022 Market Update

hand holding ring

7 Questions to Ask While Preparing for a Divorce Settlement Process

Tax Efficiency: Your Ultimate Guide to Tax Deductions

Tax Efficiency: Your Ultimate Guide to Tax Deductions

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.

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.

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.

Calculators

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