Posts by MeritMarketing

Written By: Brad Cast Outliving your retirement savings is a concern that many retirees face. You spent your entire working life saving so that you could be comfortable in retirement, and now you find yourself worried about the prospect of running out of money before running out of time. While it may sound frightening, there…

Live Q&A with Jovita Carranza, the 44th Treasurer of the United States, 26th Administrator of the United States Small Business Administration, and successful businesswoman. Our President, Kay Lynn Mayhue, will walk through Jovita’s leading career and discuss her journey in which she learned resilience, dedication, and overcame unexpected challenges. Watch the video below!

Making a major career change can feel like a big undertaking, but it is actually a lot more common than many people realize. In fact, a recent poll showed that more than half of Americans are actively contemplating a career change, with roughly 44% of those people already putting a plan into action. Consequently, many…

Going through a divorce can be a difficult time for anyone, but studies show it can be more complicated for women. This is because unfortunately, much like there exists a gender divide when it comes to the workplace, there’s also one when you’re getting a divorce. Studies show that in divorces where both parties are…

When President Biden revealed his latest tax proposals, he was, in many ways, picking the baton back up from his days as Vice President. In a 2015 State of the Union Address, President Obama discussed ending the “trust fund loophole,” as well as other issues related to estate planning and IRS inheritance tax rules. Although…

Finding the right financial advisor to work with can be a challenging task. We’ve certainly had clients tell us that their previous advisors weren’t able to deliver the value they want and need. The Merit team is made up of consummate professionals who strive to deliver a world-class experience. But we realize that you might…

Going through a divorce is never easy, especially when it comes to finances. However, working with a certified divorce financial planner can make the process go much more smoothly. They’re trained to provide key insight and assistance when it comes to your finances during a divorce, taking some of the burdens off your shoulders. The…

Written By: Tony Pitzer, CFP® No one is ever prepared for the passing of a loved one. Even when family members have time to say goodbye, the pain isn’t lessened. We’re always left reminiscing about our time spent with them, and then doing our best to be strong in a future without them. As difficult…

No matter how old children get, parents will always see them as their little kids. They have years of memories of helping them get through life by offering guidance and supporting them emotionally and financially. Even when parents reach retirement age, they’re still focused on helping their children where they can, such as an inheritance.…