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multigenerational family

The Value of Multigenerational Family Meetings

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Three Ways Women Can Set Themselves Up For Financial Success

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Essential Financial Literacy Topics to Discuss With Your Children

lady looking at tablet

Tips for Widows When Selecting a Financial Advisor

Steve Young Webinar image

Our Steve Young Event

5 money move fro retirees

5 Money Moves for Near Retirees

lady in sunset

Tips for Widows: How to Sort Through the Chaos After the Death of a Spouse

Family at beach

“We, the Family”: The Benefits of a Family Constitution

women having a discussion at work

Retirement Plan Company Explains How to Secure Reliable Income Streams

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.

Take Assessment

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.

Download Worksheet

Calculators

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

Calculate Your Future