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Archive

President Biden’s Estate Tax and Capital Gains Tax Proposals: What You Need to Know

Working With The Right Advisor

4 Important Steps to Preparing Your Young Adult Children for Financial Independence

What is the Role of a Certified Divorce Financial Analyst

Duties and Responsibilities of the Executor of the Estate

Retirement and Inheritance Fund Planning: A Retirement Specialist Weighs In

3 Ways to Maximize Your Mid-Year Financial Check-ins

The Financial Effects of Divorce

Certified Divorce Financial Analysts Debunk 5 Common Divorce Myths

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

Risk Quantification

Risks come in many forms and can wreak havoc on our financial lives. An essential part of your planning should be to identify and quantify as many of your potential risks and, where possible, identify strategies to mitigate those risks. This worksheet includes a few common risk areas for you to consider as you begin this process.