Posts by MeritMarketing

Written By: Brad Cast, RFC® Setting clear and measurable financial goals is essential to achieving a successful retirement plan. Monitoring these short-, intermediate- and long-term goals alongside your financial and tax advisors is just as important as initially setting them. While a large percentage of Americans have little to no retirement savings, those who do…

Written By: Hollis Hardiman, CDFA™, Wealth Advisor & Partner People who are considering divorce usually think about the emotional toll the split will have on their family. Removing someone from your life who played such a close part in it can be very stressful, especially if there are children involved. But the financial consequences of…

Seeing that divorce is not something you go through daily, many people hardly know what to expect. The lack of information is further fueled by rumors and common misconceptions. This may result in the divorcee succumbing to false, predetermined truths and getting less than they deserve in a divorce settlement. In this article, the team…

Successfully Navigate through this Transition There’s no doubt about it – going through a divorce can be an emotionally trying time. Ironing out a divorce settlement, attending various court hearings, and dealing with competing attorneys can all weigh heavily on the parties involved. Stress can cause regress. And regress can compromise one’s decision-making and lead…

Video By: Scott Meyer, Wealth Manager Want to know why it is important to start contributing to your 401(k) early? Listen to one of our Wealth Managers and Partners, Scott Meyer, in the Atlanta area explain the benefits and importance of having a 401(k) and how to start saving at the beginning of your career.

Written by Blaine Malcolm, Wealth Manager, Partner There are millions of high-net-worth individuals (HNWI) in the United States, more than any other country on Earth. You might think the HNWI label is reserved for celebrities or tech moguls, but most financial experts classify anyone with more than $1 million in investable assets as a high…

Written By: Kyles Shores | Wealth Manager & Partner For most aspiring retirees, an employer-sponsored retirement plan – commonly known as a 401(k) or 403(b) plan – plays an important role in their overall retirement portfolio. According to data from Vanguard, the average 401(k) account balance for those ages 55-64 was just shy of $200,000…

If you’ve amassed sizable wealth, or are on the right path and getting there, it may be time to consider how to pass on some of that money to children and grandchildren—without creating big problems that could harm their futures and destroy family harmony. The fact is, family wealth—how it’s managed, transferred, and used—can generate…