Posts by MeritMarketing
Social 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…
Read MoreApril 2023 Market Update
In this April market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month’s market trends. Some of the key points for April’s update are: Bond yields have come down, which has led to multiple expansion for stocks. We think the market expectation for rate cuts is wrong. We don’t believe you should be…
Read MoreMerit Financial Advisors Partners with TFG Wealth Management to Expand Presence in Eastern Pennsylvania
Merit Financial Advisors (“Merit”), a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions, announced today it has acquired TFG Wealth Management, LLC (“TFG”), adding new offices for the firm in Newtown and Chadds Ford, Pennsylvania. The merger increases Merit’s total assets by approximately $141 million. Founded by Mark Fried, TFG specializes in comprehensive…
Read MoreMerit Financial Advisors Partners with INVEX Financial, LLC, Expanding Presence in Pacific Northwest
Merit Financial Advisors (“Merit”), a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions, announced today it has acquired INVEX Financial, LLC (“INVEX”), expanding the firm’s presence in the Pacific Northwest and adding team members to Merit’s Issaquah, Washington office. The merger increases Merit’s total assets by approximately $127 million. Founded by Susan H.…
Read MoreRoth n’ Roll: The Basics of Roth 401(k) and Roth IRA Options
Wealth Manager Scott Meyer goes over the basics of Roth 401(k) and Roth IRA options, as well as contribution and distribution rules that might benefit you in tax savings! Interested in learning more? Contact Merit Financial Advisors today for your complimentary consultation.
Read MoreIs it Time to Spring Clean Your Financial Plan?
Written by Baylee Bryant, CFP, Wealth Manager It’s that time of year again. Snow is melting, birds are singing, and we’re antsy to get moving and enjoy the sunshine that comes with longer, warmer days. But before we do, many of us are in a flurry to wash our windows and clean out our cupboards…
Read MoreMarch 2023 Market Update
In this March market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month’s market trends. Some of the key points for March’s update are: Even though the market activity to start the year showed an assumption that the inflation battle was won, we remain skeptical and will continue to do so. As long…
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