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.

Financial Planning Checklist

Financial Planning Checklist: 8 Essential Components

Written by Andy Lubben, Regional Director | Partner We all know how important financial planning is. A financial plan acts as a guide as you...
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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...
financial planning

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...
15 states to retire

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...
young adult children

Four Important Steps to Preparing Your Young Adult Children for Financial Independence

Written By: Zac Beckerley, Wealth Manager | Partner From budgeting and saving to determining the appropriate investment strategy, there is a lot for young adults...
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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...
high net worth

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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