The Many Benefits of Building a Family Brand

January 13, 2021
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When you think of brands, you probably envision the logos or slogans of household-name companies. But did you know that your family can have its own unique brand—and that your brand could help strengthen your relationships, improve your communities, and even potentially increase your wealth? In this month’s blog, The Many Benefits of Building a…

COVID-19 Relief Bill

December 29, 2020

Should you have questions regarding the newest COVID-19 Relief Bill, please click here to contact an advisor today!

A Financial Advice Checklist for Widows

December 21, 2020
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Losing a spouse is tough both emotionally, as well as financially. You might be wondering how to plan for your future without your partner, or what will happen to their assets and yours. Well, that’s why the team from Merit Financial Advisors is here to help ensure you’re financially prepared for the future. As our…

10 Big Financial Mistakes Retiring AT&T Employees Can Make

December 21, 2020
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There certainly is a lot to think about when retiring, such as how you’re going to remain financially stable and also stay busy. But retirement is a time you should enjoy; after all, you’ve worked hard to be stable enough to stop working and enjoy life. However, some can make financial mistakes beforehand that can…

Tips for Managing Money Within a Marriage

December 21, 2020
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As one of the leading services offering financial advice for widows, the team from Merit Financial Advisors has seen firsthand how money can put a strain on a marriage. Although a stable financial footing can lead to a happy, successful marriage, we’ve all heard the saying that with more money comes more problems. Unfortunately, this…

Understanding Your AT&T Retirement Pension Plan

December 21, 2020
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One of the benefits of being an AT&T employee is that the company offers solid retirement plans that are flexible for a variety of needs. However, you’ll still have to make a decision which plan is the right one for your future, so having some advice on hand is often a great benefit. You’ll be…

Boost Your Efficiency and Effectiveness—at Work, at Home and in the World

December 18, 2020
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Wouldn’t it be great if you could tackle your many to-do lists more effectively and efficiently than ever, and boost both your success and your overall enjoyment of life? Well, we’ve got some good news. In this month’s blog, Boost Your Efficiency and Effectiveness—at Work, at Home and in the World, you’ll discover four key…

Why You Should Have A Cohesive Wealth Management Team

November 19, 2020
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You need more than a bunch of experts to help you address your financial needs, challenges and opportunities—you need them to work together on your behalf, in a coordinated manner. In this month’s blog post, you’ll discover what high-impact, fully-aligned teams of professionals do to deliver maximum value to their clients—and how having a cohesive…

Annuity vs. Lump Sum

November 2, 2020
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If you’ve thought about retiring from AT&T within the last two years, you’ve probably asked yourself  “Should I take the Annuity or the Lump Sum’?  That is the right question to answer but like most good questions, the answer can vary from one retiree to the next. Watch the video below to help you decide what…

AT&T Pension Plan

October 28, 2020
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Listen to our Wealth Manager and Partner, Scott Meyer discuss the options you may have when it comes to your AT&T Pension plan. Should you have any questions regarding your pension or your benefits at AT&T, please click here to set up a meeting.