Tips to Ease the Tax Madness

April 30, 2019

With memories (nightmares?) of this year’s tax season fresh on your mind, now is the perfect time to consider strategies and actions to make next year as painless as possible for you, your tax preparer and your bank account. 1. Assess Your Latest EffortDid you have all your records at your fingertips? Did you have…

The Tax Madness

March 28, 2019

“The hardest thing in the world to understand is the income tax.”  – Albert Einstein We are sure that many of us, would indeed, echo the sentiments of Mr. Einstein. There is no question that the world of income taxes can be a mystifying and sometimes challenging place. As we enter the final week of…

Love Your Loved Ones

February 27, 2019

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 the true meaning of love, many of us immediately consider the overwhelming love we have for our families and those individuals who mean the most in our lives. Likewise, when…

A Letter from Our Executive Leadership Team

January 31, 2019

Reinventing Financial Relationships… Welcome to Merit, where raising the bar and exceeding expectations are the standard. We have been serving clients for over 30 years, and pride ourselves as being innovators in an ever-changing and ever-growing financial services industry. We began with the goal of making a substantial impact by helping individuals make wise financial choices,…

Top 6 Holiday Must- Do’s

December 19, 2018

The holidays can be a great opportunity to spend with family and friends. It is a time to relax and enjoy the holiday spirit. One of the most important things is to be with the people who you love and who love you back. There are many different activities that can create lifelong memories during…

Are You Financially Thankful?

November 19, 2018

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 describes thanksgiving for a lot of Americans, but it also can provide time to reflect on the blessings of this past year. There are many things that may come to…

The Hustle and Bustle of the Holiday Season

October 11, 2018

We know what you’re thinking, the holidays aren’t for a while, but that’s the lie we all believe. When the holidays start to near, it can be easy to fall behind between family coming into town, preparing for Thanksgiving, shopping for Christmas and getting ready for the New Year. Hustling and bustling between seasons, it…

The “Hail Mary” – A Fun Play in Football, A Bad Play for Investing

September 17, 2018

Hail Mary passes succeed just enough to hold football fans’ intrigue, but fail so frequently that coaches have only one reason to use them. The reason? There is NO other option. As the college football season began, BYU managed to win its first two games on Hail Mary passes. Discounting the likelihood of Divine intervention,…

Five Financial Aspects to Consider Before Going Back to School

August 7, 2018

Your kids or grandkids went back to school recently, so why not you? More and more women in the “Prime” years are saying “yes” to going back to school. If you are hesitant because you think you would be bucking conventional wisdom, be assured that you are not. The trends are supporting your notion, both…

Pensions

June 15, 2018

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 you a pension than you’re automatically enrolled in the plan, though in some instances you need to be on the job for a year before you are officially enrolled. Even…