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Widowhood

Celebrating 5 Females at Merit During Women’s History Month, and Every Month

4 Things You Can Do to ‘Recession-Proof’ Your Retirement

5 Simple Steps to Prepare for Next Year’s Income Taxes

4 Easy Steps to Get Started with Your Taxes in 2023

February 2023 Market Update

Managing Money as a Couple: A Male & Female Perspective

January 2023 Financial Outlook

December 2022 Market Update

8 Helpful Financial Planning Tips for a Great End of Year Review

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.