Educational Videos

AT&T rule of 75

The Modified Rule of 75

Watch the video below to learn more about the modified rule of 75 and the changes AT&T has made to the retirement package. Should you...
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How Much Money Is Enough?

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Market Update – August 2020

As we wrap up the summer of 2020, both the stock and the bond markets have recovered much of the losses experienced earlier in the...
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RMD Rollover Relief Update

The Internal Revenue Service announced that anyone who already took a required minimum distribution (RMD) in 2020 from certain retirement accounts now has the opportunity...
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Market Update – June 2020

The mandated economic shutdown across many countries has proven beneficial in slowing the spread of COVID-19. We now turn our attention to the opportunities that...
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The CARES Act – Part 2

How can the CARES ACT help make your healthcare needs more affordable? Watch the video to learn 3 practical ways the CARES ACT can help...
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The CARES Act

Are you interested in how the Cares Act will impact you or your family? Watch this short 2-minute video from one of our Wealth Managers,...
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A Message from Our President

Although we must remain physically apart during this challenging time, we want to provide assurance that your Merit team will remain very much with you...

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