Posts by MeritMarketing

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.…

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…