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
College Planning
Divorce
Estate Planning
Financial Planning
Insurance
Market Updates
Retirement
Taxes
Wealth Management
Widowhood
Videos

7 Questions to Ask While Preparing for a Divorce Settlement Process

Tax Efficiency: Your Ultimate Guide to Tax Deductions

How Do Charitable Tax Deductions Work?

Financial Planning as a Show of Love

Couples and Money: How to Better Your Finances Together

A Wall Around Your Wealth: The Importance of Asset Protection

Finish the Year Financially Strong

Making Sense of Medicare and Planning for a Healthy Retirement

Why Insurance Should Be the Basis of a Strong Risk Mitigation Strategy

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.