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Year-End Financial Checklist, David Elder

The End of The Year Is Coming. Use this Checklist to Prepare Financially and Meet Your Goals.   

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October 2023 Market Update

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Estate Planning 101 – Everything You Need to Know About Getting Your Affairs in Order 

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Special Commentary: Israel Conflict

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September 2023 Market Update

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Unlocking the Benefits of a 529 College Savings Plan

Expecting to be Laid Off? Here’s How to Prepare Financially and Come Out on Top

Expecting to be Laid Off? Here’s How to Prepare Financially and Come Out on Top

5 Questions to Ask Yourself When Creating a Financial Plan

5 Questions to Ask Yourself When Creating a Financial Plan

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July 2023 Market Update

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.