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...
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...
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...
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...
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...
Love Your Loved Ones
It’s hard to believe the month of February, often referred to as the “month of love,” is quickly coming to a close. When we contemplate...
Are You Financially Thankful?
Thanksgiving is right around the corner and it is a great time to see old friends and gather with loved ones. Good food and football...
Pensions
Pensions…..in its simplest version pensions are retirement accounts that an employer maintains to give you a fixed payout when you retire. If your company offers...
Are You Committed To Your Loved Ones?
Most of us with grandchildren love spoiling them with gifts. I know I do. Unfortunately, the government puts limitations on how much we can give...
