Posts by MeritMarketing
How Do Charitable Tax Deductions Work?
Written by: David Elder, Wealth Manager & Partner It is a question that millions of giving Americans ask around tax season. Fortunately, donating to charities and getting a tax write-off for it is not as complicated as it seems. That said, there are a few important rules you should know before filling out your taxes.…
Read MoreCouples and Money: How to Better Your Finances Together
Written by: David Elder, Wealth Manager & Partner & Jennifer Mann, Relationship Manager & Financial Planning Coordinator It can be a challenge when you have two different lives merging into one. You each may have different morning routines, food preferences, and social habits. However, these differences become much starker when it comes to money. More…
Read MoreInvestmentNews Names Merit Financial Advisors a 2022 Best Place to Work for Financial Advisers
This marks the fifth consecutive year the firm has received this accolade. Atlanta, Georgia, February 7, 2022— For the fifth consecutive year, 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, has been recognized by InvestmentNews…
Read MoreHow Can I Protect My Assets From a Civil Lawsuit?
Success can come with a major downside: It can make you a potential magnet for lawsuits—including frivolous and unfounded ones—and other attacks that can wreak havoc on your financial health and stability. Indeed, you may very well know someone in your life who has been sued. Maybe it was you! That means you’ve got to…
Read MoreMerit Financial Advisors Acquires Texas-Based Advisor
ATLANTA, Ga. — Dec. 16, 2021 — 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, has acquired the business of Brian Fisher, an independent practitioner based in Arlington, Texas. Fisher expands Merit’s presence in its…
Read MoreMeeting The Demands Of An Evolving Tech Landscape
Written By: Rick Kent, CEO/Founder This article was published by Fa-Mag.com. To learn more, click here Technology use among financial advisors has exploded in recent years, as the industry seeks new opportunities to improve workflow, propel growth and deliver stronger financial plans for clients. At the same time, clients’ lives are increasingly intertwined with technology, and they…
Read MoreTips for Developing a Cybersecurity Plan for Your Firm
Written By: JP Pattinson, Vice President of Technology, Wealth Manager, Partner This article was published by InvestmentNews, to learn more, click here. Cybercriminals are becoming bolder and more sophisticated in their efforts to hack into networks in search of personal information and ultimately, large sums of money. At the same time, technology has developed in a…
Read MoreFinish the Year Financially Strong
Recorded by: Kay Lynn Mayhue, President | David Elder, Wealth Manager | Emily Boothroyd, Wealth Manager | Andy Lubben, Regional Director | Joy Kirsch, Founder of TruWealth for Widows | Caleb Tucker, Director of Portfolio Strategy On behalf of the entire Merit Family, we wish you a wonderful and blessed Thanksgiving and a peaceful start…
Read MoreMaking Sense of Medicare and Planning for a Healthy Retirement
Written by: Scott Crowe, Wealth Manager & Partner Planning for retirement calls for individuals to clarify their vision regarding future lifestyles and activities. With the help of a trusted advisor, aspiring retirees can develop a clear picture of their retirement and how to support it. However, there remains one significant question mark for even the…
Read MoreDrivers Propelling Advisor M&A Activity in 2021
With Kay Lynn Mayhue There has been much activity over the last several years around mergers and acquisitions of financial planning firms. Whether you are a buyer or a seller, you need to be prepared and understand the pros and cons of both options. Watch the video with our President, Kay Lynn Mayhue, below to…
Read More