Archive
Finding Financial Success After The Death Of A Spouse
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…
Read MoreThinking About A Divorce? There Are Ways to Help Make Separation Easier!
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.…
Read MoreCollege Planning Checklist: 3 Signatures Your Child Needs Before College
Going off to college is one of the biggest transitions in your child’s life. However, it can also be a big change for you as a parent. You may have…
Read More5 Tips for Managing Money Within a Marriage
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…
Read More15 Best States to Retire in a Tax-Efficient Way
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…
Read MoreAfraid of Outliving Your Retirement Savings? Here Is What You Need to Know
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,…
Read MoreLive Q&A with Jovita Carranza
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…
Read MoreMajor Career Change: How to Manage the Transition & Avoid Mistakes
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…
Read MoreTips & Financial Advice for Women Going Through a Divorce
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…
Read MorePresident Biden’s Estate Tax and Capital Gains Tax Proposals: What You Need to Know
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…
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