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...
What AT&T Retirement Plan Problems Say About 401(k) Management
With nearly a quarter-million employees around the nation (please footnote reference), AT&T is a huge employer - and, naturally, most of those employees are enrolled...
Buy Experiences. Not Stuff. Here’s Why.
When we spend money, we’re doing more than simply buying things. We want to create feelings of happiness, satisfaction and well-being. But are we really...
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...
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...
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...
Ask The JD
Hear our President, Kay Lynn Mayhue, CFP®, AEP®, RFC®, talk with Emily Boothroyd, JD, CFP® discuss the importance of being prepared and the documents that...
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...
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...
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...
