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July 2023 Market Update

How to Have an Amazing Wedding That Won’t Break the Bank

How to Have an Amazing Wedding That Won’t Break the Bank

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2023 Mid-Year Market Review Replay

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Unlock the World: 5 Travel and Finance Tips to Maximize Your International Adventures

Caregiver's Checklist

Download: Caregiver’s Financial Checklist

Top Money-Saving Travel Tips from a World Traveler

Top Money-Saving Travel Tips from a World Traveler

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May 2023 Market Update

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Saving For College 101 with Sean Moore

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Social Security: Your Most Frequently Asked Questions Answered

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.