Posts by Merit
Should You Join the Second-Home Club?
The image of owning a second home holds plenty of allure. The idea of having a retirement getaway, a gathering spot for the whole family, or a rental income generator…
Read MoreSpring Cleaning Your Finances with Steve Denton
For many, spring means opening windows, sweeping the dust out and rotating our wardrobes. While you’re freshening up your home, consider ways to also tidy up your finances. You may…
Read MoreFinancial Literacy with Max Baer
One of our core objectives here at Merit is to educate our clients so they are armed with knowledge to make life’s big decisions. Whether you’re in the early years…
Read MoreThree Reasons Life Insurance Should be Part of Your Wealth Plan
As an investor with significant assets, it’s important to engage in wealth planning that addresses the broad range of your goals, needs, and preferences. One of the most versatile and…
Read MoreThis Financial Literacy Month, Teach Your Kids About Spending, Giving, & Investing
Written by Zac Beckerley, CFP®, Wealth Manager Teaching your kids about money is essential for many reasons. For starters, you want them to make smart financial decisions throughout their life.…
Read MoreCelebrating 5 Females at Merit During Women’s History Month, and Every Month
March is Women’s History Month and is a time to honor women’s contributions throughout history. At Merit, women represent more than 52% of the 200 employees, and that number is…
Read MoreTen Tips to Make Your Business Resolutions a Reality
Written by: Rick Kent, CEO/Founder This article was published by AdvisorPerspectives.com, to learn more, click here. Let’s look back at the lessons of the past year to inspire our resolutions for…
Read More5 Succession Planning Tips for Business Owners
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…
Read MoreWealth Management Tips for Seniors
Thanks to medical technology advances, we’re living longer and in better health than ever. Some experts—like Harvard University Professor of Genetics David Sinclair, author of Lifespan: Why We Age—And Why…
Read MoreManaging Money as a Couple: A Male & Female Perspective
Money can be a divisive topic in relationships, but it doesn’t have to be. A recent survey from SunTrust Bank revealed that 35% of people blame finances for stress in…
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