Posts by MeritMarketing

As a widow, there was always something about Valentine’s Day that made me feel unloved.  Of course, this is the complete opposite feeling that this holiday is meant to evoke, but this day can be exceptionally painful for the many women who are experiencing widowhood.  Fortunately, I have found over the years that I began…

Hail Mary passes succeed just enough to hold football fans’ intrigue but fail so frequently that coaches have only one reason to use them. The reason? There is NO other option. As the college football season began, BYU managed to win its first two games on Hail Mary passes. Discounting the likelihood of Divine intervention,…

When you think of brands, you probably envision the logos or slogans of household-name companies. But did you know that your family can have its own unique brand—and that your brand could help strengthen your relationships, improve your communities, and even potentially increase your wealth? In this month’s blog, The Many Benefits of Building a…

Listen to one of our Wealth Managers, Marcus Anderson, discuss the passing of the 2nd COVID-19 relief bill. He will explain some of the key highlights you can expect when receiving this stimulus check; including, direct payments, unemployment benefits and important need-to-knows. At Merit, our goal is to provide you with the most current and…

Losing a spouse is tough both emotionally, as well as financially. You might be wondering how to plan for your future without your partner, or what will happen to their assets and yours. Well, that’s why the team from Merit Financial Advisors is here to help ensure you’re financially prepared for the future. As our…

There certainly is a lot to think about when retiring, such as how you’re going to remain financially stable and also stay busy. But retirement is a time you should enjoy; after all, you’ve worked hard to be stable enough to stop working and enjoy life. However, some can make financial mistakes beforehand that can…

One of the benefits of being an AT&T employee is that the company offers solid retirement plans that are flexible for a variety of needs. However, you’ll still have to make a decision which plan is the right one for your future, so having some advice on hand is often a great benefit. You’ll be…

You need more than a bunch of experts to help you address your financial needs, challenges and opportunities—you need them to work together on your behalf, in a coordinated manner. In this month’s blog post, you’ll discover what high-impact, fully-aligned teams of professionals do to deliver maximum value to their clients—and how having a cohesive…

If you’ve thought about retiring from AT&T within the last two years, you’ve probably asked yourself  “Should I take the Annuity or the Lump Sum’?  That is the right question to answer but like most good questions, the answer can vary from one retiree to the next. At Merit, our goal is to provide you…

Listen to our Wealth Manager and Partner, Scott Meyer discuss the options you may have when it comes to your AT&T Pension plan. Should you have any questions regarding your pension or your benefits at AT&T, please click here to set up a meeting. At Merit, our goal is to provide our clients with the…