Archive

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…

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…

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,…

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…

Pensions…..in its simplest version pensions are retirement accounts that an employer maintains to give you a fixed payout when you retire. If your company offers you a pension than you’re…

Most of us with grandchildren love spoiling them with gifts. I know I do. Unfortunately, the government puts limitations on how much we can give our children and grandchildren. The…

As adults over 50, we can suffer from putting off the money talk in two ways – having the talk with our aging parents AND having the talk with our…

My first boss in the financial services industry told me I was doomed to fail, in large part because I was female. That was 1989, and while my industry has…

A sense of mild panic can set in as we reach a certain age and face the fact that we could have saved more for retirement when we were younger.…

What is Long Term Care Insurance? Life has a tricky way of throwing barbs at us when we least expect them, and that’s why I put Risk Assessment and Risk…