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AT&T Retirement Benefit Changes Panel

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Love it Forward

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

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The Many Benefits of Building a Family Brand

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COVID-19 Relief Bill

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A Financial Advice Checklist for Widows

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10 Financial Mistakes Retiring AT&T Employees Can Make

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Understanding Your AT&T Retirement Pension Plan

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Why You Should Have A Cohesive Wealth Management Team

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.

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.

Calculators

We’ve compiled a few financial calculators to help you successfully plan for your future.