Posts by MeritMarketing
Why Insurance Should Be the Basis of a Strong Risk Mitigation Strategy
Written By: Jennifer Cox Mann, Relationship Manager & Insurance Coordinator While risk mitigation may not have seemed as necessary when you were in your 20s, it becomes increasingly important as you near retirement. With time, you will want to ensure the security of your wealth, retirement funds, health, estate, and your children’s inheritance. However, this…
Read MoreThree Factors Driving Wealth Management M&A in 2021
With President, Kay Lynn Mayhue This article was published by WealthManagement.com, to learn more, click here. Wealth management industry M&A activity continues to capture headlines, as advisors face an uncertain future and shifting client needs to create a new financial planning landscape. Many of the changes are welcome, enabling greater use of technology, larger planning…
Read MoreHow a Practical Risk Evaluation May Improve Your Investment Portfolio
Building your wealth is a constant balancing act between adopting new growth opportunities and hedging your portfolio against risk. You want to get the best possible ROI, but not at the risk of losing a substantial portion of your principal investment. Thus, a practical risk evaluation is one of the best ways to manage your…
Read MoreYear-End Planning Tips to Grow Your Practice
Written By: Zac Beckerley, Wealth Manager | Partner This article was published by ReThinking65.com. To learn more, click here. Year-end is a busy time for advisors, with pressing business activities, annual gifting to clients and partners, and supporting client needs all on the list of time-sensitive exercises. From a client-support standpoint, important considerations can include tax management,…
Read MoreFinding Financial Success After The Death Of A Spouse
Listen to Joy D. Kirsch, founder of our TruWealth for Widows division, speak about the importance of finding financial success after the death of a spouse. To learn more about our Widow’s division, give us a call at 877-424-3385.
Read MoreThe Seller’s Perspective: How to Find the Right Professional Partner to Help Your Advisory Practice Succeed After You Sell
Written by Kelly Straub We have seen a swift change in the RIA landscape in recent years, as an increasing number of independent advisors are opting to join forces with larger firms. The benefits of working under a larger corporate partner are many. Not only does it offer a chance for a firm to improve…
Read MoreSmart Ways To Help Clients See What Comprehensive Planning Entails
This article was published by Investors.com. To learn more, click here. Some consumers view financial planners as stockbrokers. They expect their advisor to feed them hot stock tips and produce market-beating returns. In recent decades, advisors have tried mightily to educate the public about comprehensive financial planning. It extends beyond portfolio management to include an ever-expanding…
Read MoreThinking About A Divorce? There Are Ways to Help Make Separation Easier!
At Merit Financial Advisors, we have a focus on home finances and helping our clients create strategies to work toward being financially stable during troubled times – such as divorce. Our certified divorce financial analysts are always glad to help make a divorce go more smoothly and offer reassurance during an uncertain process; we also…
Read More5 Tips for Managing Money Within a Marriage
Since one of our core competencies is providing financial advice for widows, the team from Merit Financial Advisors has seen firsthand how money can put a strain on a marriage. Although a stable financial footing can lead to a happy, successful marriage, we’ve all heard the saying that with more money comes more problems. Unfortunately, this…
Read More15 Best States to Retire in a Tax-Efficient Way
Even if you have substantial savings that will see you through your retirement years, you still need to make sure you are getting the most for your money. While federal taxes will follow you wherever you go (even if you retire overseas), your state tax home will depend on the primary state(s) in which you…
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