How Do Charitable Tax Deductions Work?
Written by: David Elder, Wealth Manager & Partner It is a question that millions of giving Americans ask around tax season. Fortunately, donating to charities...
Couples and Money: How to Better Your Finances Together
Written by: David Elder, Wealth Manager & Partner & Jennifer Mann, Relationship Manager & Financial Planning Coordinator It can be a challenge when you have...
A Wall Around Your Wealth: The Importance of Asset Protection
Success can come with a major downside: It can make you a potential magnet for lawsuits—including frivolous and unfounded ones—and other attacks that can wreak...
Making Sense of Medicare and Planning for a Healthy Retirement
Written by: Scott Crowe, Wealth Manager & Partner Planning for retirement calls for individuals to clarify their vision regarding future lifestyles and activities. With the...
How a Practical Risk Evaluation May Improve Your Investment Portfolio
Building your wealth is a constant balancing act between adopting new growth opportunities and hedging your portfolio against risk. You want to get the best...
5 Tips for Managing Money Within a Marriage
Since one of our core competencies is providing financial advice for widows, the team from Merit Financial Advisors has seen firsthand how money can put a...
15 Best States to Retire in a Tax-Efficient Way
Even if you have substantial savings that will see you through your retirement years, you still need to make sure you are getting the most...
Afraid of Outliving Your Retirement Savings? Here Is What You Need to Know
Written By: Brad Cast Outliving your retirement savings is a concern that many retirees face. You spent your entire working life saving so that you...
Major Career Change: How to Manage the Transition & Avoid Mistakes
Making a major career change can feel like a big undertaking, but it is actually a lot more common than many people realize. In fact,...
President Biden’s Estate Tax and Capital Gains Tax Proposals: What You Need to Know
When President Biden revealed his latest tax proposals, he was, in many ways, picking the baton back up from his days as Vice President. In...