Posts by MeritMarketing
Wealth 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 We Don’t Have To—even proffer that “there is no biological limit, no law that says we must die at a certain age.” That tremendously exciting…
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 their relationship. In general, money can be a difficult topic to discuss between friends and family, let alone couples. Dealing with financial issues in a…
Read MoreSupercharge Your Retirement
Unlock the full potential of your employer-sponsored retirement savings with these four powerful tips from Merit Wealth Manager Mark Fried, to supercharge your nest egg. Whether you’re just starting out, or nearing retirement, understanding these plans is vital. Reach out to your Merit Advisor to learn more. Stay Connected with Merit: Subscribe to our YouTube channel.
Read MoreThinking About Taking Social Security Benefits? Here’s Everything You Need to Know
By Robert Alexandrovic, CFP®, CFA®, CPWA®, Managing Partner Since the Social Security Act was signed into law in 1935, Americans entering their post-working years have relied on its monthly benefits to supplement their cost of living. Today, approximately 66 million people, or 1 in every 5 residents of the United States, collect benefits from Social…
Read MoreMerit Financial Advisors 2024 Market Outlook
In this 2024 Market Outlook titled “No Room for Mistakes,” the Merit investment team reflects on the past 12 months and their implications on the economy and markets heading into 2024. Some of the key points for 2024 are: Read the entire 2024 Market Outlook HERE. If you have any questions, please reach out to…
Read MoreMaximizing Gains, Minimizing Risks: Your Guide to Safeguarding Wealth in Concentrated Stock Positions
By Tyler Vernon, Regional Director and Partner at Merit Financial Advisors Embarking on the journey of concentrated stock ownership can be thrilling, especially when the stock has seen substantial growth. However, with great potential gains come heightened risks and volatility. In this article, we will explore the world of concentrated stock and unveil strategies that…
Read MoreMerit Financial Advisors Hires Brian Andrew as Chief Investment Officer
Brian joins Merit from Johnson Financial Group, bringing three decades of experience. ATLANTA – [January 12, 2024] – Merit Financial Advisors (“Merit”), a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions for high-net-worth individuals and families and those navigating life transitions, announced today that it has hired Brian Andrew as…
Read MoreEpisode 3: Estate Planning 101 – What to Consider When Building a Plan.
In part three of Estate Planning 101, Wealth Manager, Kelly Gallimore, zooms in on essential things to consider when creating an estate plan. Kelly answers questions like whether it’s okay to make your own legal documents and what key points to consider when creating a will, power of attorney and advanced health care directive. Watch…
Read MoreMaking Financial Resolutions For the New Year
Written by: Stephen Frick, Wealth Manager & Partner While making New Year’s resolutions is a fun tradition that comes back around at the end of every calendar year, it’s not always a productive one. In fact, the vast majority of new year goals do not last the entire year, with roughly 80% of Americans failing…
Read MoreYear End Planning Tips – An Advisor’s Guide on How to Wrap Up The Year
As the year draws to a close, it’s time to optimize your year end financial strategy for the upcoming year. For taxes, consider tax loss harvesting, and be prepared for year-end capital gain distributions in mutual funds, which can impact your tax liabilities. It is critical that you manage Required Minimum Distributions (RMDs) in your…
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