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Videos

Four Ways the Super Rich Manage Their Wealth

Here’s Why You May Need to Update Your Estate Plan

The Benefits of DNA Behavior

Love Your Loved Ones

Five orange pumpkins sit in a row in front of a distressed, wooden background.

Are You Financially Thankful?

Pensions

Are You Committed To Your Loved Ones?

The Family Money Talk: What To Discuss and Why

Financial Advisors Don’t Always Understand Women – And Why You Should Never Settle for That

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

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.