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Videos

How a Practical Risk Evaluation May Improve Your Investment Portfolio

Finding Financial Success After The Death Of A Spouse

Thinking About A Divorce? There Are Ways to Help Make Separation Easier!

College Planning Checklist: 3 Signatures Your Child Needs Before College

5 Tips for Managing Money Within a Marriage

15 Best States to Retire in a Tax-Efficient Way

Afraid of Outliving Your Retirement Savings? Here Is What You Need to Know

Live Q&A with Jovita Carranza

Major Career Change: How to Manage the Transition & Avoid Mistakes

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.