The Future of Financial Services: How Consolidation is Driving Change Across the Industry

April 8, 2021
5 money move fro retirees

Video By: Rick Kent | Founder & CEO Over the past few years there has been a growing interest of Financial Advisors wanting to work together and creating efficiencies to join forces. Want to join forces with Merit to be as successful as you can be? Email us at to get the conversation started…

5 Money Moves for Near Retirees

April 7, 2021
5 money move fro retirees

All retirees have one goal: to make sure you have enough money to get through the rest of your life not working. In this short video, hear one of our Wealth Managers, David Elder, discuss the 5 things you can do to prepare for retirement and help answer questions you may have. It is never…

How to Continue Growing Your Practice in the Digital Age

April 5, 2021

Written By: Kay Lynn Mayhue | President As the coronavirus pandemic took hold last year, many businesses quickly shifted their operations from a centralized office space to a dispersed workforce. Advisors were forced to quickly adapt their approach, adjusting their workflow to an entirely digital setup. Now, a year after the start of the pandemic,…

Tips for Widows: How to Sort Through the Chaos After the Death of a Spouse

April 5, 2021

Financial Advice for Widows: 6 Tips The loss of a spouse can be crippling—emotionally, physically, spiritually, socially, and equally important, financially. A recent survey found that 78% of widows said that losing their spouse was the single hardest thing that they have been through and the top financial challenges included adjusting to a loss in…

Market Update – March 2021

March 31, 2021
market update thumbnail

The mandated economic shutdown across many countries has proven beneficial in slowing the spread of COVID-19. We now turn our attention to the opportunities that lie ahead, and the risks of an infection resurgence as economies return to normal. Watch our most recent market update to learn more about how we see this reflected in…

“We, the Family”: The Benefits of a Family Constitution

March 29, 2021
Family at beach

Wealth and family can be a tricky mix. Affluence can help families achieve great things and realize their shared vision, of course. But it also can create resentments and rifts that could potentially damage a family’s financial position and cause estrangement among family members. What’s more, as wealthy families grow and expand over time, one…

5 Succession Planning Tips for Business Owners

March 26, 2021
Business Owner

Written by: Kay Lynn Mayhue | President Entrepreneurs pour their entire lives into building a successful business, devoting time, energy, and resources to establish a business in which they take great pride.  Oftentimes, as entrepreneurs focus on the day-to-day, they overlook planning for the future — a future where they want to retire and move…

Retirement Plan Company Explains How to Secure Reliable Income Streams

March 4, 2021
women having a discussion at work

According to the Social Security Administration, at least half of the elderly population in the United States relies on social security as their primary source of income. In other words, more than 50% of retired people in the country either did not take advantage of a retirement plan or did not have access to one,…

A Comprehensive Guide to AT&T Retirement Plans

March 3, 2021
generational family, grandfather, grandmother, granddaughter

According to the Employee Benefit Research Institute, 6 in 10 workers in the United States feel stressed when having to prepare for retirement. And while 7 in 10 report that they are prepared for life after their career ends, only approximately 1 in 4 feels very confident about their readiness. If you are currently employed…

Why You Should Hire a Certified Divorce Financial Analyst®

March 2, 2021
Divorce, court, separation of households

According to Psychology Today, approximately half of marriages in the United States end in a permanent separation or divorce. Whether you’re considering separating from your partner or you’ve already initiated the process, the Certified Divorce Financial Analyst® practitioners at Merit Financial Advisors recommend finding a wealth management professional that specializes in divorce planning to ensure…