Posts by MeritMarketing

Nagging Questions In the early days after losing a spouse, financial decisions can seem pretty far down on your list of concerns. Your days can be consumed by planning a funeral, attending to piles of paperwork, and – let’s be honest – holding yourself together while receiving the stream of well-intentioned friends and family members…

Many extremely wealthy people have a much better handle than others on a key concept of success: the long game.The long game means having a concrete vision of your ideal future down the road—years or even decades from now—and taking specific, carefully considered action steps at every stage along the way to maximize your ability…

The self-made Super Rich—people with a net worth of at least $500 million that they built through their own hard work—often possess a treasure trove of knowledge, insights and actionable strategies that the rest of us can adopt in our own lives to enhance our success.Here are four ways the Super Rich manage their wealth.…

Estate planning—the process for how you transfer your wealth to heirs and others—can be very important for anyone who wants to be certain that their loved ones are adequately provided for and taken care of. When done well, estate planning aims both to allow you to pass on your assets as you see fit, and…

Merit has partnered with DNA Behavior in order to achieve a greater and more in-depth perspective on the financial behaviors, risk tolerances, and communication styles of both our employees and clients. Since 2001, DNA Behavior International has enabled human performance acceleration using its proprietary Financial DNA® and Business DNA® behavior tech platforms. They take an…

It’s hard to believe the month of February, often referred to as the “month of love,” is quickly coming to a close. When we contemplate the true meaning of love, many of us immediately consider the overwhelming love we have for our families and those individuals who mean the most in our lives. Likewise, when…

Thanksgiving is right around the corner and it is a great time to see old friends and gather with loved ones. Good food and football describe thanksgiving for a lot of Americans, but it also can provide time to reflect on the blessings of this past year. There are many things that may come to…