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Thinking About Taking Social Security Benefits Here’s Everything You Need to Know

Thinking About Taking Social Security Benefits? Here’s Everything You Need to Know

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Merit Financial Advisors 2024 Market Outlook

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Maximizing Gains, Minimizing Risks: Your Guide to Safeguarding Wealth in Concentrated Stock Positions

divorce blog jan 2024

Six Ways a CDFA® Helps During Divorce Proceedings

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Merit Financial Advisors Hires Brian Andrew as Chief Investment Officer

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Episode 3: Estate Planning 101 – What to Consider When Building a Plan.

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Making Financial Resolutions For the New Year

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Year End Planning Tips – An Advisor’s Guide on How to Wrap Up The Year

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Episode 2: Estate Planning 101 – A Holistic Approach.

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.