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7 Financial Resolutions for High-Net-Worth Individuals in 2026

jan 2026

January 2026 Market Update

divorce blog jan 2024

Six Ways a CDFA® Helps During Divorce Proceedings

dec 2025

December 2025 Market Update

don't wait for jan blog

Don’t Wait for January: Your Essential Year-End Retirement Planning Checklist

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Supporting Families Through Aging, End-of-Life, and After-Loss: Webinar Recap

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November 2025 Market Update

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Breaking Down the One Big Beautiful Bill: Key Tax Changes Every Investor Should Know

8 Helpful Financial Planning Tips for a Great End of Year Review

8 Helpful Financial Planning Tips for a Great End of Year Review

Questionnaires

Financial DNA

Merit has partnered with Financial DNA® to provide you with an in-depth perspective of your personal financial behaviors, communication styles, and tolerances. You'll begin this process by taking a short, web-based questionnaire. Once completed, you'll have a consultation with your advisor to discuss the results.

Take Assessment

Financial House

Brought to you by our Private Wealth Division, this is a comprehensive plan to help manage your finances and build wealth. “Your Financial House” will demonstrate how much lifestyle, hybrid, and non-lifestyle income you need. Calculate your expenses on an annual basis for each category and total them at the end of each section.

Download Worksheet

Calculators

We’ve compiled a few financial calculators to help you successfully plan for your future.

Calculate Your Future