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.

Should You Join the Second Home Club

Should You Join the Second-Home Club?

The image of owning a second home holds plenty of allure. The idea of having a retirement getaway, a gathering spot for the whole family,...
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6 Daily Cybersecurity Practices to Protect You and Your Financial Well-Being

Cybersecurity opens a world full of threats to your financial accounts if left unprotected. One million passwords are stolen each week, and someone’s identity is...
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Protecting Your Retirement: Understanding the Cybersecurity Risks to Your Financial Future

Retirement should be a time of peace and enjoyment, a period to reap the rewards of decades of hard work. However, today’s digital age has...
Wealth Planning for Age 90, 100, and Beyond

Wealth Planning for Age 90, 100 – and Beyond

Thanks to medical technology advances, we’re living longer and in better health than ever. Some experts—like Harvard University Professor of Genetics David Sinclair, author of...
Thinking About Taking Social Security Benefits Here’s Everything You Need to Know

Thinking About Taking Social Security Benefits? Here’s Everything You Need to Know

By Robert Alexandrovic, CFP®, CFA®, CPWA®, Managing Partner Since the Social Security Act was signed into law in 1935, Americans entering their post-working years have...
Pros and Cons of Hiring a Financial Advisor: What You Need to Know

Pros and Cons of Hiring a Financial Advisor: What You Need to Know

Written by Brad Cast, RFC®, Wealth Manager & Partner In the world of personal finance, many people turn to financial advisors to help them make...
4 Things You Can do to ‘Recession-Proof’ Your Retirement

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

Written by Kirk Wilkerson, CIMA®, CFF, Regional Director & Partner Many of us have a specific time by which we'd like to retire, such as...
How to Find a Financial Advisor Who is Truly Client Centric

How to Find a Financial Advisor Who is Truly Client-Centric

Written by: Joe Cilley, CFP®, VP, Financial Planning Recently I saw an online profile of an advisor claiming to be “the easiest advisor you’ll ever...
Social Security Guide

Social Security Guide

Written by: Tony Pitzer, CFP®, Partner, Wealth Manager If you’re at the beginning or middle of your working career, you may not have given much...
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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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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...
15 Best States to Retire in a Tax-Efficient Way

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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