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
  • Divorce
  • Estate Planning
  • Financial Planning
  • Insurance
  • Market Updates
  • Retirement
  • Taxes
  • Videos
  • Wealth Management
  • Archive
Caregiver's Checklist

Download: Caregiver’s Financial Checklist

Top Money-Saving Travel Tips from a World Traveler

Top Money-Saving Travel Tips from a World Traveler

website may market update thumbnail

May 2023 Market Update

sean moore website thumbnail

Saving For College 101 with Sean Moore

andrea zoeller on demand webinar thumbnail

Social Security: Your Most Frequently Asked Questions Answered

How to Save for College Using a 529 Plan

How to Save for College Using a 529 Plan

Pros and Cons of Hiring a Financial Advisor: What You Need to Know

Should I Hire a Financial Advisor? Pros and Cons

april website market update thumbnails

April 2023 Market Update

Roth n' Roll

Roth n’ Roll: The Basics of Roth 401(k) and Roth IRA Options

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.

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.

Calculators

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