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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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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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...
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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...
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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...
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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...
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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...
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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...
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The Family Money Talk: What To Discuss and Why

As adults over 50, we can suffer from putting off the money talk in two ways – having the talk with our aging parents AND...
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Financial Advisors Don’t Always Understand Women – And Why You Should Never Settle for That

My first boss in the financial services industry told me I was doomed to fail, in large part because I was female. That was 1989,...
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5 Ways to Save for Retirement

A sense of mild panic can set in as we reach a certain age and face the fact that we could have saved more for...
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8 Things To Know About Long Term Care Insurance

What is Long Term Care Insurance? Life has a tricky way of throwing barbs at us when we least expect them, and that’s why I...

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