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Couples and Money: How to Better Your Finances Together

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How Can I Protect My Assets From a Civil Lawsuit?

Client On-Demand Webinar

Finish the Year Financially Strong

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Making Sense of Medicare and Planning for a Healthy Retirement

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Why Insurance Should Be the Basis of a Strong Risk Mitigation Strategy

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How a Practical Risk Evaluation May Improve Your Investment Portfolio

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Finding Financial Success After The Death Of A Spouse

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Thinking About A Divorce? There Are Ways to Help Make Separation Easier!

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College Planning Checklist: 3 Signatures Your Child Needs Before College

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