Retirement Resources

Merit is here to serve as a resource to you. Our goal is to help educate you to understand the necessary steps to make the best decision for you and your family.

SECURE 2.0 Will Bring New Changes in 2025: Here’s What Business Owners Need to Know

By Don Hammond, CFP®, AIF®, MBA, Senior Vice President and Managing Partner, Merit Financial Advisors Are you or your employees in danger of outliving your...

This 401(k) Day, here are Three Tips to Bring Your Plan into Alignment with Your Financial Goals

By Joshua Mersberger, Regional Director, Merit Financial Advisors While Americans are saving more for retirement today than they did 30 years ago, are they setting...

Should You Join the Second-Home Club?

The image of owning a second home holds plenty of allure. The idea of having a retirement getaway, a gathering spot for the whole family,...

6 Daily Cybersecurity Practices to Protect You and Your Financial Well-Being

Cybersecurity opens a world full of threats to your financial accounts if left unprotected. One million passwords are stolen each week, and someone’s identity is...

Protecting Your Retirement: Understanding the Cybersecurity Risks to Your Financial Future

Retirement should be a time of peace and enjoyment, a period to reap the rewards of decades of hard work. However, today’s digital age has...

Wealth Planning for Age 90, 100, and Beyond

Wealth Management Tips for Seniors

Thanks to medical technology advances, we’re living longer and in better health than ever. Some experts—like Harvard University Professor of Genetics David Sinclair, author of...

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

By Robert Alexandrovic, CFP®, CFA®, CPWA®, Managing Partner Since the Social Security Act was signed into law in 1935, Americans entering their post-working years have...

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