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Archive

The “Hail Mary” – A Fun Play in Football, A Bad Play for Investing

The Many Benefits of Building a Family Brand

COVID-19 Relief Bill

A Financial Advice Checklist for Widows

10 Financial Mistakes Retiring AT&T Employees Can Make

Understanding Your AT&T Retirement Pension Plan

Why You Should Have A Cohesive Wealth Management Team

Annuity vs. Lump Sum

AT&T Pension Plan

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.