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Videos

September 2023 Market Update

Unlocking the Benefits of a 529 College Savings Plan

Thinking About Taking Social Security Benefits? Here’s Everything You Need to Know

Expecting to be Laid Off? Here’s How to Prepare Financially and Come Out on Top

5 Questions to Ask Yourself When Creating a Financial Plan

Supercharge Your Retirement

July 2023 Market Update

How to Have an Amazing Wedding That Won’t Break the Bank

2023 Mid-Year Market Review Replay

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.