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3 Reasons to Make Financial Gifts to Family During the Holidays


7 Year End Financial Planning Tips


Financial Advisors Don’t Always Understand Women – And Why You Should Never Settle for That


5 Ways to Save for Retirement


8 Things To Know About Long Term Care Insurance

taxes, money

7 Tips to Ease Your Pain for Next Tax Season

woman and men figures

A Gender Gap You Can Do Something About – Your Financial Wellness

new year written in notebook on table

Make Resolutions You Can Keep for Your New Year’s Financial Plan


woman working at home

Financial DNA

Merit has partnered with Financial DNA® to provide an in-depth perspective of your financial behaviors, communication styles, and tolerances. You'll begin this process by taking a short, web-based questionnaire, which will be followed up by a consultation with your advisor.

Click Here to take the assessment.

Financial House

Brought to you by our Private Wealth Division, this is a comprehensive plan to help manage your finances and build wealth. Calculate your expenses on an annual basis for each of the categories and total them at the end of each section. “Your Financial House” will help give you an idea of how much lifestyle, hybrid, and non-lifestyle income you need.

Download the Worksheet

Risk Quantification

Risks come in many forms and can wreak havoc on our financial lives. An important part of your personal planning should be to identify and quantify as many of your potential risks and, where possible, identify strategies to mitigate those risks. Included in this worksheet are a few common risk areas for you to consider as you begin this process.

Download the Worksheet

Events & Webinars


AT&T Pension Funding

Thursday, June 24th at 12:00pm ET | Charlotte, NC


AT&T Pension Funding

Thursday, June 24th at 12:00pm ET | Charlotte, NC



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