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Archive

What to Look for in a Financial Advisor

The Definitive Financial Planning Checklist: 8 Essentials

Rising Inflation and Interest Rates: What That Means for You

What To Do and Not To Do During Market Volatility

Living the Good Life, Despite Life’s Challenges

7 Questions to Ask While Preparing for a Divorce Settlement Process

Tax Efficiency: Your Ultimate Guide to Tax Deductions

How Do Charitable Tax Deductions Work?

Financial Planning as a Show of Love

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