Wealth Management
Episode 6: Estate Planning 101 – What is Probate?
In our final Estate Planning 101 video, Merit Financial Advisors’ Wealth Manager Kelly Gallimore breaks down the probate process, shedding light on what can often seem like a daunting endeavor. She clarifies that probate isn’t as expensive or complicated as some may think. Kelly walks us through the general steps of probate, like filing petitions…
Read MoreEpisode 5: Estate Planning 101 – Do I Need A Trust?
Welcome back to Estate Planning 101! In this segment, Wealth Manager Kelly Gallimore delves into a crucial aspect of estate planning: trusts. Many individuals are familiar with the term “trust” but may not fully understand its significance or whether it’s necessary for their estate planning needs. Kelly provides valuable insights into the world of trusts,…
Read MoreSuper Charge Your Tax Planning with These Tips
By Steven A. Henderson, CPA, PFS, CFP®, CKA®; Regional Director and Partner at Merit Financial Advisors Taxes are a fact of life, and a generous source of revenue for the United States government, but the stress of completing them can take a toll on our mental health. According to a recent survey from U.S. News,…
Read MoreElevating Your Financial Journey: Merit Financial Advisor’s Mission for 2024
Check out the video below for an exciting glimpse into Merit Financial Advisors’ mission for 2024, where Kay Lynn Mayhue, President, and Rick Kent, CEO and Founder, share Merit’s commitment to enriching the lives of our clients. Here are the key takeaways: Merit Financial Advisors’ mission for 2024 is not just a promise but a…
Read MoreFebruary 2024 Market Update
In this February Market Update, Brian Andrew, CFA®, Chief Investment Officer, reviews this month’s market trends and the implications for the upcoming month. Key Takeaways: We hope you find this video educational and informative. If you have any questions, please contact your Merit Financial Advisor. Stay Connected. Stay Informed. Follow us on social media to be…
Read MoreEpisode 4: Estate Planning 101 – Types of Assets and How They Transfer.
In part four of Estate Planning 101, Wealth Manager Kelly Gallimore provides an insightful analysis of the various asset categories that are essential to the estate planning process. She explores the details of each asset and explains how they move from one person to another, taking a close look at the complex processes involved. Watch…
Read MoreWealth Management Tips for Seniors
Thanks to medical technology advances, we’re living longer and in better health than ever. Some experts—like Harvard University Professor of Genetics David Sinclair, author of Lifespan: Why We Age—And Why We Don’t Have To—even proffer that “there is no biological limit, no law that says we must die at a certain age.” That tremendously exciting…
Read MoreManaging Money as a Couple: A Male & Female Perspective
Money can be a divisive topic in relationships, but it doesn’t have to be. A recent survey from SunTrust Bank revealed that 35% of people blame finances for stress in their relationship. In general, money can be a difficult topic to discuss between friends and family, let alone couples. Dealing with financial issues in a…
Read MoreSupercharge Your Retirement
Unlock the full potential of your employer-sponsored retirement savings with these four powerful tips from Merit Wealth Manager Mark Fried, to supercharge your nest egg. Whether you’re just starting out, or nearing retirement, understanding these plans is vital. Reach out to your Merit Advisor to learn more. Stay Connected with Merit: Subscribe to our YouTube channel.
Read MoreMerit Financial Advisors 2024 Market Outlook
In this 2024 Market Outlook titled “No Room for Mistakes,” the Merit investment team reflects on the past 12 months and their implications on the economy and markets heading into 2024. Some of the key points for 2024 are: Read the entire 2024 Market Outlook HERE. If you have any questions, please reach out to…
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