Divorce

By Emily Boothroyd, JD, CFP®, CPWA®, Wealth Manager and Partner 77% of individuals with more than $1 million in household net worth have an estate plan, will, or trust. Having these documents in place is critical, but it doesn’t always mean a plan has been fully thought through or revisited as families, assets, and priorities…

By Matthew Morzy, MBA, CFP®, Portfolio Strategist, Merit Financial Advisors Spring tends to be when people finally slow down long enough to take stock. Closets get cleaned out, paperwork gets sorted, and projects postponed during the winter move back to the top of the list. With tax season prompting a closer look at last year’s…

By Baylee Bryant, Wealth Manager, CFP®, CDFA®, Partner Nearly four in five women (79%) made at least one financial change in the past year cutting spending, saving more, or adjusting how they manage their money in response to economic uncertainty. That closely aligns with what I see in my work with clients at Merit. Many…

By Hollis Hardiman, CDFA®, Wealth Manager, Partner, Merit Financial Advisors Divorce is a challenging and emotionally charged process, and it can be particularly difficult when it comes to unraveling the financial intricacies that often accompany the dissolution of a marriage. In such turbulent times, the expertise of a Certified Divorce Financial Analyst® (CDFA®) can be…

Written by: Hollis Hardiman, CDFA™ Wealth Manager | Partner Let’s talk about something that doesn’t get enough attention: the financial hurdles many non-breadwinners face when trying to get divorced. It’s frustrating, it’s unfair, and honestly, it’s a broken system. As a Certified Divorce Financial Analyst (CDFA), I’ve seen this play out time and time again,…