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Spring Cleaning Your Finances with Steve Denton

Roth n' Roll

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

Spring Cleaning Your Finances

Is it Time to Spring Clean Your Financial Plan?

Financial Literacy Month

This Financial Literacy Month, Teach Your Kids About Spending, Giving, & Investing

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March 2023 Market Update

2022 tax season update

2022 Tax Season Advantages and Changes

Breaking News

Special Market Update: Silicon Valley Bank

Secure 2.0

SECURE Act 2.0 with Wealth Manager, Marcus Anderson


Top 10 Provisions in SECURE 2.0


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.


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