Posts by MeritMarketing
Important AT&T Retirement Plan Updates for 2022-2023
Understanding your AT&T retirement plan will allow you to make informed decisions about your finances before and during your retirement. Of course, the telecommunications company does offer their support and assistance in setting up and maintaining your plan, but ultimately, it’s your responsibility to develop a nuanced understanding of the terms and conditions so that…
Read MoreHow to Find a Financial Advisor Who is Truly Client-Centric
Written by: Joe Cilley, CFP®, VP, Financial Planning Recently I saw an online profile of an advisor claiming to be “the easiest advisor you’ll ever work with.” I’ve been thinking. What does it mean to be “the easiest” to work with, and can they really deliver? It’s common for financial professionals these days to advertise…
Read MoreHappy Holiday’s from the Merit Family
During this special time of year, we like to take time to reflect, celebrate, and focus on what we are most thankful for. At Merit, we are most thankful for you, our clients, and our teammates who serve you every day. We know this year has had its challenges. Thank you for putting your trust…
Read MoreHow to Protect Assets Before Marriage
Marriage is one of life’s biggest milestones. Unfortunately, for many couples, so is divorce. That’s why it makes sense to consider how an upcoming wedding—be it yours or that of a child or grandchild—could impact both your current wealth and your wealth planning goals. Too often, one or both spouses in a divorce end up…
Read MoreEnd-of-Year Financial Checklist
Written by: Kate Redden, CFP®, ChFC®, CKA®, Regional Director, Partner The end of a year traditionally is the time to make resolutions for the new year ahead. This applies as much to your financial life as it does to all those personal goals you promise yourself you’ll attend to. Financially speaking, though, the things worth…
Read MoreSocial Security Guide
Written by: Tony Pitzer, CFP®, Partner, Wealth Manager If you’re at the beginning or middle of your working career, you may not have given much thought to Social Security. If retirement is on the horizon, you may just be starting to wonder about the details. For a program that’s such a significant contributor to so…
Read MoreInvestment Adviser Representative David Elder Sr. Joins Merit Financial Advisors
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 financial advisor David Elder Sr., CFP®, has joined the team. David, who is headquartered in Atlanta, has a longstanding book of business and brings…
Read MoreOctober 2022 Market Update
In this October market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month’s market trends. The single most important data point for economies and investors continues to be inflation. Some of the key points for October’s update are: The acceleration in core inflation is concerning and solidifies expectations for the Federal Reserve to…
Read MoreSeptember 2022 Current State of the Market Webinar
In this recorded webinar, Director of Portfolio Strategy, Caleb Tucker, explores the current economic climate and how we got here. We specifically address the impact of inflation on the economy and the Federal Reserve policies that have been implemented to combat it. We also look at market drivers and the impact they will have in…
Read More5 Essentials to Secure the Best Valuation for Your Firm
Written by Rick Kent, CEO & Founder | Article originally appeared in Investment News. If you’re thinking of selling, you should be considering factors like the rate at which your firm is growing, your relationship with your employees, the age of your clients and the state of your tech stack. Mergers and acquisitions are at…
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