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Safeguarding Your Assets from An Ex

Safeguarding Your Assets from An Ex

End-of-Year Financial Checklist

End-of-Year Financial Checklist

Social Security Guide

Social Security Guide

oct market update image

October 2022 Market Update

Current State of the Market Video - September 2022

September 2022 Current State of the Market Webinar

August Website Market Update Icon

August 2022 Market Update

Estate Planning 101

Estate Planning 101

Inflation Investments: Defending Your Assets

Inflation Investments: Defending Your Assets

How Inflation Impacts Your 401(k)

How Inflation Impacts Your 401(k)

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.