Posts by MeritMarketing
The Future of Financial Services: How Consolidation is Driving Change Across the Industry
Video By: Rick Kent | Founder & CEO Over the past few years there has been a growing interest of Financial Advisors wanting to work together and creating efficiencies to join forces. Want to join forces with Merit to be as successful as you can be? Schedule a confidential meeting get the conversation started today!
Read More5 Money Moves for Near Retirees
All retirees have one goal: to make sure you have enough money to get through the rest of your life not working. In this short video, hear one of our Wealth Managers, David Elder, discuss the 5 things you can do to prepare for retirement and help answer questions you may have. It is never…
Read MoreHow to Continue Growing Your Practice in the Digital Age
Written By: Kay Lynn Mayhue | President As the coronavirus pandemic took hold last year, many businesses quickly shifted their operations from a centralized office space to a dispersed workforce. Advisors were forced to quickly adapt their approach, adjusting their workflow to an entirely digital setup. Now, a year after the start of the pandemic,…
Read MoreTips for Widows: How to Sort Through the Chaos After the Death of a Spouse
Financial Advice for Widows: 6 Tips The loss of a spouse can be crippling—emotionally, physically, spiritually, socially, and equally important, financially. A recent survey found that 78% of widows said that losing their spouse was the single hardest thing that they have been through and the top financial challenges included adjusting to a loss in…
Read More“We, the Family”: The Benefits of a Family Constitution
Wealth and family can be a tricky mix. Affluence can help families achieve great things and realize their shared vision, of course. But it also can create resentments and rifts that could potentially damage a family’s financial position and cause estrangement among family members. What’s more, as wealthy families grow and expand over time, one…
Read MoreRetirement Plan Company Explains How to Secure Reliable Income Streams
According to the Social Security Administration, at least half of the elderly population in the United States relies on social security as their primary source of income. In other words, more than 50% of retired people in the country either did not take advantage of a retirement plan or did not have access to one,…
Read MoreA Comprehensive Guide to AT&T Retirement Plans
According to the Employee Benefit Research Institute, 6 in 10 workers in the United States feel stressed when having to prepare for retirement. And while 7 in 10 report that they are prepared for life after their career ends, only approximately 1 in 4 feels very confident about their readiness. If you are currently employed…
Read MoreWhy You Should Hire a Certified Divorce Financial Analyst®
According to Psychology Today, approximately half of marriages in the United States end in a permanent separation or divorce. Whether you’re considering separating from your partner or you’ve already initiated the process, the Certified Divorce Financial Analyst® practitioners at Merit Financial Advisors recommend finding a wealth management professional that specializes in divorce planning to ensure…
Read MoreThe Power of Purpose in Reaching Audacious Goals
We find that people who have reached the highest levels of success and built truly significant wealth tend to share a number of key traits that are responsible for their amazing results. One of the most important traits: a strong sense of purpose that drives what they do to become highly successful. In this month’s…
Read MoreAT&T Retirement Benefit Changes Panel
Many people have seen change throughout their companies, but perhaps none like this. AT&T has announced a change in the retirement benefit plans of its employees. Listen to some of our Wealth Managers answer some of the top questions people might be asking. At Merit, we try to provide the most current content for you…
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