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How Do Charitable Tax Deductions Work?

March 2022 Market Update

March 2022 Market Update

February Market Update

February 2022 Market Update

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Financial Planning as a Show of Love

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Couples and Money: How to Better Your Finances Together

January 2022 Market Update

January 2022 Market Update

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A Wall Around Your Wealth: The Importance of Asset Protection

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Making Financial Resolutions For the New Year

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8 Year-End Financial Planning Tips

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.