Wealth Management Resources

Our team offers comprehensive investment management resources to help maximize the probability of clients achieving all that is important to them.

estate

Choosing an Executor for Your Estate.

Here’s an uncomfortable truth you need to accept: Someday—hopefully in the very distant future—you are going to die. The good news: You can make that...
Kids holding hands, sunset

Preparing Heirs for Their Inheritance

Inheriting money comes with plenty of benefits. But an inheritance—even a big one—doesn’t automatically mean a worry-free life of ease. A windfall can actually create...
Your Wealth Management Tip Header (1)

Stress Testing Your Wealth Strategies

Stress testing can also be effective at identifying potentially big problems—or possibly huge mistakes—so you can make changes proactively. We believe stress testing should be...
Kay Lynn Mayhue thumbnail

A Message from Our President

Although we must remain physically apart during this challenging time, we want to provide assurance that your Merit team will remain very much with you...
Portrait of a extended happy family standing in the park.

How to Help Parents – and Yourself – Live Better at 80, 90 and Beyond

They say we get wiser as we get older, but let’s face it: Many new uncertainties and challenges can crop up as people get deeper...
running on water

How Playing the Long Game Could Help Build Wealth and Success

Many extremely wealthy people have a much better handle than others on a key concept of success: the long game.The long game means having a...
hands holding a heart

Charitable Giving, the Tax-Wise Way

Americans—especially the affluent—are some of the most charitable people in the world.* Chances are, you use some of your wealth to support favorite causes or...
money in briefcase

Four Ways the Super Rich Manage Their Wealth

The self-made Super Rich—people with a net worth of at least $500 million that they built through their own hard work—often possess a treasure trove...
mansion in trees

Here’s Why You May Need to Update Your Estate Plan

Estate planning—the process for how you transfer your wealth to heirs and others—can be very important for anyone who wants to be certain that their...
think smart

Work Smarter- Not Harder!

Reclaim your time and energy to live your best life Each of us has just 168 hours per week to accomplish our tasks and goals—at...
Financial DNA® SM pic (2)

The Benefits of DNA Behavior

Merit has partnered with DNA Behavior in order to achieve a greater and more in-depth perspective on the financial behaviors, risk tolerances, and communication styles...
april blog

Tips to Ease the Tax Madness

With memories (nightmares?) of this year’s tax season fresh on your mind, now is the perfect time to consider strategies and actions to make next...

Want To Discuss Your Current Situation?