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
  • Divorce
  • Educational Videos
  • Estate Planning
  • Market Updates
  • Retirement
  • Taxes
  • Wealth Management
  • Widowhood
march-blog-picture-e1520952129293

7 Tips To Ease Your Pain Of Taxes

hands-orig

Are You Committed To Your Loved Ones?

2018 text design on creative business success strategy. Concept modern template layoutю 2017 text surrounded by doodle icons

New Year, New You: Focus on “Three F’s” (Finance, Fitness, and Fun)

untitled-design-9

Are You Suffering From A Minor Case Of Amnesia?

april-article

The Family Money Talk: What To Discuss and Why

october

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

Ways-to-Save-for-Retirement-600x410-600x400-n39up9kwixmlqi6ac47t69m2cgxsiqpuojeavvpep8

5 Ways to Save for Retirement

Long-Term-Care-Insurance-600x355-n39upaiqprnw244x6mmfqrdixut5qftl0o1sd5o0j0

8 Things To Know About Long Term Care Insurance

taxes, money

7 Tips to Ease Your Pain for Next Tax Season

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.

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.

Calculators

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