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  • Whom We Serve
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  • Whom We Serve
  • Our Solutions
    • Life Transitions
      • Retirement
      • Divorce
      • Career Transition
      • Widowhood
    • Wealth Management
    • Financial Planning
    • For Businesses
      • CPA Connect
      • Retirement Solutions for Employers
  • Insights
    • Resources
      • Divorce Resources
      • Educational Videos
      • Retirement Resources
      • Wealth Management Resources
      • Widowhood Resources
    • Calculators
    • Questionnaires
    • Market Updates
  • In The News
  • About Us
    • Locations
    • Client Testimonials
    • Our Story
    • Our Leadership Team
    • Our Investment Philosophy
    • Advisor Partnerships
    • Meet Our Independent Partners
  • Contact Us
  • Client Portal
Schedule a Consultation
merit_logo_gradient
  • Whom We Serve
  • Our Solutions
    • Life Transitions
      • Divorce
      • Retirement
      • Career Transition
      • Widowhood
    • Wealth Management
    • Financial Planning
    • For Businesses
      • CPA Connect
      • Retirement Solutions for Employers
  • Insights
    • Resources
      • Educational Videos
      • Retirement Resources
      • Divorce Resources – New
      • Widowhood Resources
    • Events
    • Calculators
    • Questionnaires
    • Market Updates
  • In The News
  • About Us
    • Locations
    • Client Testimonials
    • Our Story
    • Our Leadership Team
    • Advisor Partnerships
    • Our Investment Philosophy
  • Client Portal
  • Careers
  • Disclosures
  • For Advisors
  • Contact Us
  • Client Portal
×
  • Whom We Serve
  • Our Solutions
    • Life Transitions
      • Divorce
      • Retirement
      • Career Transition
      • Widowhood
    • Wealth Management
    • Financial Planning
    • For Businesses
      • CPA Connect
      • Retirement Solutions for Employers
  • Insights
    • Resources
      • Educational Videos
      • Retirement Resources
      • Divorce Resources – New
      • Widowhood Resources
    • Events
    • Calculators
    • Questionnaires
    • Market Updates
  • In The News
  • About Us
    • Locations
    • Client Testimonials
    • Our Story
    • Our Leadership Team
    • Advisor Partnerships
    • Our Investment Philosophy
  • Client Portal
  • Careers
  • Disclosures
  • For Advisors
  • Contact Us
  • Client Portal
Schedule a Consultation

What is my potential estate tax liability?

Retirement:

Are my current retirement savings sufficient?
How much will I need to save for retirement?
How will retirement impact my living expenses?
I’m retired, how long will my savings last?
Social security retirement income estimator?

Insurance:

How much life insurance do I need?
How much disability insurance do I need?
What are my long-term care insurance needs?
What are my needs for burial and final expenses?
How long will my current life insurance benefits last?

Investment:

How should I allocate my assets?
What is my risk tolerance?
Calculate rate of return
How much to save to reach my goal?
What are the advantages of a 529 college savings plan?

Taxes:

2022-2023 Tax Refund Estimator
2022-2023 Federal Income Tax Calculator
Payroll Withholding Calculator
How much of my social security benefit may be taxed?
What is my potential estate tax liability?

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Merit Financial Advisors

At Merit, planning for what matters to you is our job.

We have a team of dedicated individuals desiring to educate you on how to be financially wise, protect and invest the money you have accumulated, help build a legacy for you and help the next generation reach their financial potential.

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Disclaimer

 

Check the background of your financial professional on FINRA's BrokerCheck

Advisors associated with Merit Financial Advisors may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of Merit Financial Group; or (2) solely investment advisor representatives of Merit Financial Group, and not affiliated with LPL Financial. Investment advice offered through Merit Financial Group, a registered investment advisor. Merit Financial Group and Merit Financial Advisors are separate entities from LPL Financial.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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