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.

Sign Up For Our Newsletters
Website Blog Images (71)

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...
coworkers working together

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...
Ways-to-Save-for-Retirement-600x410-600x400-n39up9kwixmlqi6ac47t69m2cgxsiqpuojeavvpep8

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...

Have a Question About Your Retirement?

Book An Appointment