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Listen to Joy D. Kirsch, founder of our TruWealth for Widows division, speak about the importance of finding financial success after the death of a spouse. To learn more about our Widow’s division, give us a call at 877-424-3385.  

At Merit Financial Advisors, we have a focus on home finances and helping our clients create strategies to work toward being financially stable during troubled times – such as divorce. Our certified divorce financial analysts are always glad to help make a divorce go more smoothly and offer reassurance during an uncertain process; we also…

Since one of our core competencies is providing financial advice for widows, the team from Merit Financial Advisors has seen firsthand how money can put a strain on a marriage. Although a stable financial footing can lead to a happy, successful marriage, we’ve all heard the saying that with more money comes more problems. Unfortunately, this…

Even if you have substantial savings that will see you through your retirement years, you still need to make sure you are getting the most for your money. While federal taxes will follow you wherever you go (even if you retire overseas), your state tax home will depend on the primary state(s) in which you…

Written By: Brad Cast Outliving your retirement savings is a concern that many retirees face. You spent your entire working life saving so that you could be comfortable in retirement, and now you find yourself worried about the prospect of running out of money before running out of time. While it may sound frightening, there…

Live Q&A with Jovita Carranza, the 44th Treasurer of the United States, 26th Administrator of the United States Small Business Administration, and successful businesswoman. Our President, Kay Lynn Mayhue, will walk through Jovita’s leading career and discuss her journey in which she learned resilience, dedication, and overcame unexpected challenges. Watch the video below!

Making a major career change can feel like a big undertaking, but it is actually a lot more common than many people realize. In fact, a recent poll showed that more than half of Americans are actively contemplating a career change, with roughly 44% of those people already putting a plan into action. Consequently, many…

Going through a divorce can be a difficult time for anyone, but studies show it can be more complicated for women. This is because unfortunately, much like there exists a gender divide when it comes to the workplace, there’s also one when you’re getting a divorce. Studies show that in divorces where both parties are…

When President Biden revealed his latest tax proposals, he was, in many ways, picking the baton back up from his days as Vice President. In a 2015 State of the Union Address, President Obama discussed ending the “trust fund loophole,” as well as other issues related to estate planning and IRS inheritance tax rules. Although…

Finding the right financial advisor to work with can be a challenging task. We’ve certainly had clients tell us that their previous advisors weren’t able to deliver the value they want and need. The Merit team is made up of consummate professionals who strive to deliver a world-class experience. But we realize that you might…