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Archive

5 Tips for Managing Money Within a Marriage

15 Best States to Retire in a Tax-Efficient Way

Afraid of Outliving Your Retirement Savings? Here Is What You Need to Know

Live Q&A with Jovita Carranza

Major Career Change: How to Manage the Transition & Avoid Mistakes

Tips & Financial Advice for Women Going Through a Divorce

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

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