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Archive

August 2026 Market Update

Trump Accounts vs 529 Plans: Practical Advice for Parents Saving for College

Merit Financial Advisors Partners with Bell Financial, Adding Second Office in Michigan

Social Security Strategies: How to Help Maximize Your Retirement Income

Sequence of Returns Risk: The Retirement Concern You’ve Never Heard Of

The Path to Financial Independence: Lessons Learned from Nearly Five Decades as a Financial Advisor

Why Building a Smart Financial Plan Will Prepare You for Your Second Home

June 2026 Market Update

How High-Net-Worth Families Can Raise Financially Literate Children

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

Calculators

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

Calculate Your Future