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.

Retirement and Inheritance Fund Planning

Retirement and Inheritance Fund Planning: A Retirement Specialist Weighs In

No matter how old children get, parents will always see them as their little kids. They have years of memories of helping them get through...

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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Three Ways Women Can Set Themselves Up For Financial Success

Written By: Lori Price, CFP®, Wealth Manager & Partner Women are increasingly responsible for household finances representing a significant shift from previous generations. These changing...
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,...
women having a discussion at work

Retirement Plan Company Explains How to Secure Reliable Income Streams

According to the Social Security Administration, at least half of the elderly population in the United States relies on social security as their primary source...
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Wealth Management & Planning Before Retirement: Key Concepts

There comes a time in the life of any successful person where their financial priorities begin to change. They stop being so concerned with asset...

5 Ways to Save for Retirement

A sense of mild panic can set in as we reach a certain age and face the fact that we could have saved more for...

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