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august blog

Buy Experiences. Not Stuff. Here’s Why.

AT&T rule of 75

The Modified Rule of 75

Market Video Thumbnail

How Much Money Is Enough?

estate

How to Choose an Executor for Your Estate

optimistic woman

Post-Widowhood: Reinventing Your Future

Kids holding hands, sunset

Preparing Heirs for Their Inheritance

sad lady

Planning for the Unexpected

Your Wealth Management Tip Header (1)

RMD Rollover Relief Update

Your Wealth Management Tip Header (1)

Stress Testing Your Wealth Strategies

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.

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.

Calculators

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