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Archive

The CARES Act

Finding the Right New Financial Advisor

The Gift of Giving

Portrait of a extended happy family standing in the park.

How to Help Parents – and Yourself – Live Better at 80, 90 and Beyond

When Money Isn’t Just Money

A Different Kind of Bucket List

How Playing the Long Game Could Help Build Wealth and Success

Four Ways the Super Rich Manage Their Wealth

Here’s Why You May Need to Update Your Estate 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.