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Financial DNA® SM pic (2)

The Benefits of DNA Behavior

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Love Your Loved Ones

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Are You Financially Thankful?

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Pensions

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Are You Committed To Your Loved Ones?

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The Family Money Talk: What To Discuss and Why

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

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5 Ways to Save for Retirement

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8 Things To Know About Long Term Care Insurance

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.