Posts by MeritMarketing

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…

Listen to our Wealth Manager, Marcus Anderson, discuss the major changes to the Required Minimum Distribution (RMD). Questions to ask yourself can include: what is a minimum distribution requirement? what should you do with your (RMD)? Defer it or pay it back? Take it as income? Pay directly as a Qualified Charitable Distribution? How do…

There comes a time in the life of any successful person where their financial priorities begin to change. They stop being so concerned with asset collection and growth and become more interested in wealth preservation. This is the time, usually a bit before retirement, when they start thinking seriously about how to maintain their lifestyle…

There are 3 advantages to know and understand your Health Savings Account. These advantages include: triple tax-free, pay for Medicare premiums, and it can help pay for long-term care. To learn more and listen to the advantages of your Health Savings Account, watch the video below! At Merit, our goal is to provide you with…

With nearly a quarter-million employees around the nation (please footnote reference), AT&T is a huge employer – and, naturally, most of those employees are enrolled in the AT&T retirement plan.  We’ve worked with quite a few such individuals, and there’s a common issue we’ve seen in nearly all of them – their AT&T retirement plan…