Wealth Management Resources

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

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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...

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