Are You on the Right Track to Retire?

September 21, 2020

A very common question we receive is: Do I have enough money or am I on the right track to retire? We are here to answer your questions! Watch the video to help you understand what you may need in order to stay on track. As always, please reach out if you have any questions!

Buy Experiences. Not Stuff. Here’s Why.

September 10, 2020
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When we spend money, we’re doing more than simply buying things. We want to create feelings of happiness, satisfaction and well-being. But are we really spending our money in ways that achieve those results? The answer, unfortunately, is probably not. As one world-famous Japanese “tidying expert” might say, our spending habits don’t spark joy. The…

The Modified Rule of 75

August 28, 2020
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Watch the video above to learn more about the rule of 75 and the modifications AT&T has made to it. Should you have questions or concerns about this new rule, please click here to schedule a meeting with an advisor.

How Much Money Is Enough?

August 23, 2020

Choosing an Executor for Your Estate.

August 19, 2020
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Here’s an uncomfortable truth you need to accept: Someday—hopefully in the very distant future—you are going to die. The good news: You can make that moment easier on your heirs by taking a few simple steps. One of the best ways, financially, to prepare now for that time is to choose a person to be…

5 Steps to Financial Empowerment for Females

August 17, 2020

Unfortunately, even in the twenty-first century, it’s a man’s world, especially when it comes to financial matters. That’s why as a woman, it’s essential to have an arsenal of financial planning tips and advice at your disposal to call on when you need help. For this reason, the team from Merit Financial Advisors has collected…

Tips & Financial Advice for Women Going Through a Divorce

August 17, 2020

Going through a divorce can be a difficult time for anyone, but studies show it can be more complicated for women. This is because unfortunately, much like there exists a gender divide when it comes to the workplace, there’s also one when you’re getting a divorce. Studies show that in divorces where both parties are…

What is the Role of a Certified Divorce Financial Planner

August 4, 2020
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Going through a divorce is never easy, especially when it comes to finances. However, working with a certified divorce financial planner can make the process go much more smoothly. They’re trained to provide key insight and assistance when it comes to your finances during a divorce, taking some of the burdens off your shoulders. The…

Post-Widowhood: Reinventing Your Future

July 23, 2020
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REINVENTION: IT’S NOT EASY. When your spouse dies, so does the future that the two of you planned together. You’re overwhelmed by the grief, newfound responsibilities, tangle of emotions, and resulting exhaustion that so often accompany widowhood. And now you’re also tasked with reinventing yourself and reimagining a future that no longer includes your partner by your…

Preparing Heirs for Their Inheritance

July 15, 2020
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Inheriting money comes with plenty of benefits. But an inheritance—even a big one—doesn’t automatically mean a worry-free life of ease. A windfall can actually create unique challenges and conflicts that become the root of significant problems for your heirs—and for you, too. The good news: You can take steps now to address potential issues related…