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  • Videos
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3 Critical Financial Planning Tips Every Business Owner Should Know

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Financial Literacy with Max Baer

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Merit Financial Advisors Partners with Access Investment Advisors to Expand Presence in Wisconsin

March 2024 Market Update with Brian Andrew

March 2024 Market Update

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Three Reasons Life Insurance Should be Part of Your Wealth Plan

Financial Literacy Month

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

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Merit Financial Advisors Partners with Viren and Associates to Expand Presence in the Pacific Northwest

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Episode 6: Estate Planning 101 – What is Probate?

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Episode 5: Estate Planning 101 – Do I Need A Trust?

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.