Saving For College 101 with Sean Moore
As parents, we all want a GREAT future for our children, and that often means going to college. Unfortunately, the cost of college has risen...
Social Security: Your Most Frequently Asked Questions Answered
Andrea Zoeller CFP®, Wealth Manager, covers five frequently asked questions concerning your social security benefits and changes. Check out the video below to learn more!...
April 2023 Market Update
In this April market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month’s market trends. Some of the key points for April's update...
Financial Literacy with Max Baer
One of our core objectives here at Merit is to educate our clients so they are armed with knowledge to make life’s big decisions. Whether...
Spring Cleaning Your Finances with Steve Denton
For many, spring means opening windows, sweeping the dust out and rotating our wardrobes. While you’re freshening up your home, consider ways to also tidy...
Roth n’ Roll: The Basics of Roth 401(k) and Roth IRA Options
Wealth Manager Scott Meyer goes over the basics of Roth 401(k) and Roth IRA options, as well as contribution and distribution rules that might benefit...
March 2023 Market Update
In this March market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month’s market trends. Some of the key points for March’s update...
