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executor

Duties and Responsibilities of the Executor of the Estate

Retirement and Inheritance Fund Planning

Retirement and Inheritance Fund Planning: A Retirement Specialist Weighs In

checklist

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

The Financial Effects of Divorce

The Financial Effects of Divorce

myth versus fact

Certified Divorce Financial Analysts Debunk 5 Common Divorce Myths

lady taking off ring

Adjusting to Life Financially After a Divorce

401k Essentials

401(k) Essentials: Everything Young Investors Need To Know

high net worth

5 High-Net-Worth Investment Management and Financial Planning Tips

retiree

Your Retirement Checklist: 4 Employer-Sponsored Retirement Plan Moves for Near-Retirees

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