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Giving Thanks this Holiday Season-Merit Financial Advisors

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November 2024 Market Update

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SECURE 2.0 Will Bring New Changes in 2025: What Business Owners Need to Know

11.11.24 Market Commentary

Market Commentary: 50x All Time High!

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A Five-Part Framework for Amplifying Your Charitable Giving

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Special Market Commentary – Now What?

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Webinar Replay – 2024 Elections: Navigating Market Shifts and Economic Trends for Investors

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Why Is It So Hard For the Non-Breadwinner to Get Divorced? The System Is Broken 

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Strong Cybersecurity Starts with Solid Cyber Hygiene

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