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Ways-to-Save-for-Retirement-600x410-600x400-n39up9kwixmlqi6ac47t69m2cgxsiqpuojeavvpep8

5 Ways to Save for Retirement

Long-Term-Care-Insurance-600x355-n39upaiqprnw244x6mmfqrdixut5qftl0o1sd5o0j0

8 Things To Know About Long Term Care Insurance

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.