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Archive

November 2023 Market Update

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Episode 1: Estate Planning 101 – What is Estate Planning?

Year-End Financial Checklist, David Elder

The End of The Year Is Coming. Use this Checklist to Prepare Financially and Meet Your Goals.

October 2023 Market Update

Estate Planning 101 – Everything You Need to Know About Getting Your Affairs in Order

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Special Commentary: Israel Conflict

September 2023 Market Update

Unlocking the Benefits of a 529 College Savings Plan

Expecting to be Laid Off? Here’s How to Prepare Financially and Come Out on Top

Questionnaires

Financial DNA

Merit has partnered with Financial DNA^® to provide you with an in-depth perspective of your personal financial behaviors, communication styles, and tolerances. You'll begin this process by taking a short, web-based questionnaire. Once completed, you'll have a consultation with your advisor to discuss the results.

Take Assessment

Financial House

Brought to you by our Private Wealth Division, this is a comprehensive plan to help manage your finances and build wealth. “Your Financial House” will demonstrate how much lifestyle, hybrid, and non-lifestyle income you need. Calculate your expenses on an annual basis for each category and total them at the end of each section.

Download Worksheet

Calculators

We’ve compiled a few financial calculators to help you successfully plan for your future.

Calculate Your Future