Retirement Resources

Merit is here to serve as a resource to you. Our goal is to help educate you to understand the necessary steps to make the best decision for you and your family.

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Making Financial Resolutions For the New Year

Written by: Stephen Frick, Wealth Manager & Partner While making New Year’s resolutions is a fun tradition that comes back around at the end of...
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8 Year-End Financial Planning Tips

Decisions are best made with a little time for reflection, good information, and advice from experienced professionals and those with opinions you value. These final...
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Making Sense of Medicare and Planning for a Healthy Retirement

Written by: Scott Crowe, Wealth Manager & Partner Planning for retirement calls for individuals to clarify their vision regarding future lifestyles and activities. With the...
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Why Insurance Should Be the Basis of a Strong Risk Mitigation Strategy

Written By: Jennifer Cox Mann, Relationship Manager & Insurance Coordinator While risk mitigation may not have seemed as necessary when you were in your 20s,...
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How a Practical Risk Evaluation May Improve Your Investment Portfolio

Building your wealth is a constant balancing act between adopting new growth opportunities and hedging your portfolio against risk. You want to get the best...
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15 Best States to Retire in a Tax-Efficient Way

Even if you have substantial savings that will see you through your retirement years, you still need to make sure you are getting the most...
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Afraid of Outliving Your Retirement Savings? Here Is What You Need to Know

Written By: Brad Cast Outliving your retirement savings is a concern that many retirees face. You spent your entire working life saving so that you...
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Four Important Steps to Preparing Your Young Adult Children for Financial Independence

Written By: Zac Beckerley, CFP® From budgeting and saving to determining the appropriate investment strategy, there is a lot for young adults to consider in...
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Retirement and Inheritance Fund Planning

Written By: Carly Hensley, CFS® No matter how old children get, parents will always see them as their little kids. They have years of memories...
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3 Ways to Maximize Your Mid-Year Financial Check-ins

Written By: Brad Cast, RFC® Setting clear and measurable financial goals is essential to achieving a successful retirement plan. Monitoring these short-, intermediate- and long-term...
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Five High Net Worth Investment Management and Financial Planning Tips

Written By: Blaine Malcolm, Wealth Manager | Partner There are millions of high-net-worth individuals (HNWI) in the United States, more than any other country on...
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Your Retirement Checklist: 4 Employer-Sponsored Retirement Plan Moves for Near-Retirees

Written By: Kyles Shores | Wealth Manager & Partner For most aspiring retirees, an employer-sponsored retirement plan - commonly known as a 401(k) or 403(b)...

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