Posts by MeritMarketing
Future Proofing Your CPA Practice: 8 Reasons to Partner with a Wealth Management Firm
Accountants rank among the most trustworthy professionals in business, but perhaps they are actually being underutilized. While clients trust certified public accountants (CPAs) to look after their tax needs, few are using them to help actively manage their wealth. Yet, the merits of working with CPAs can – and should – extend beyond traditional accounting.…
Read MoreMerit Financial Advisors Partners with Financial Analysts to Expand Presence in North Carolina
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 it has acquired Financial Analysts. The firm, based in Raleigh, North Carolina, will expand Merit’s existing presence in the region and increase assets by $100…
Read MoreDownload: Caregiver’s Financial Checklist
Written by Emily Boothroyd, JD, CFP®, CPWA®, Wealth Manager, Partner If you find yourself in the role of caregiver for a loved one, you are not alone. Since 2015, there has been a 21% increase in caregivers in the United States[i], and will likely continue to rise. Unsurprisingly, more caregivers are reporting their own health…
Read MoreTop Money-Saving Travel Tips from a World Traveler
By Marcus Anderson, CFP®, CIMA®, AIF® , Wealth Manager and Partner After years of pandemic-related travel restrictions, families are looking to experience adventures together this year. A survey from Booking.com revealed that 54% of travelers want to plan a family reunion or a holiday abroad in 2023. Unfortunately, due to the increase in demand to…
Read MoreMay 2023 Market Update
In this market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews market trends of the last four weeks. Some of the key points for May’s update are: The deal on the debt ceiling will allow the treasury to borrow additional funds. The debt ceiling will be suspended until January 2025. We continue to see…
Read MoreSaving For College 101 with Sean Moore
As parents, we all want a GREAT future for our children, and that often means going to college. Unfortunately, the cost of college has risen at more than twice the rate of inflation for more than 3 decades! For many families, paying for a college education is the single largest expense they’ll incur on their…
Read MoreSocial Security: Your Most Frequently Asked Questions Answered
Andrea Zoeller CFP®, Wealth Manager, covers five frequently asked questions concerning your social security benefits and changes. Check out the video below to learn more! We hope you find this video educational and informative. If you have any questions, please don’t hesitate to reach out to your advisor. Thank you for being a valued client…
Read MoreHow to Save for College Using a 529 Plan
Written by Tom Bakamus, CFP, Wealth Manager According to research by Best Colleges, the average total cost for a year of college at a four-year school is $35,551 (including tuition and related fees, room and board, books, and supplies). That means four years of college education costs at least $142,000. The rising costs of college…
Read MoreMerit Financial Advisors Partners with WealthPlan, LLC to Expand Presence in Wisconsin
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, today announced it has acquired WealthPlan, LLC. The firm, which is based in De Pere, Wisconsin, will expand Merit’s existing presence in the region and increase acquired…
Read MoreShould I Hire a Financial Advisor? Pros and Cons
Written by Brad Cast, RFC®, Wealth Manager & Partner In the world of personal finance, many people turn to financial advisors to help them make informed decisions and reach their financial goals. While there are pros and cons to working with a financial advisor, the benefits often outweigh the costs. Pros of hiring a financial…
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