Episode 4: Estate Planning 101 – Types of Assets and How They Transfer.
In part four of Estate Planning 101, Wealth Manager Kelly Gallimore provides an insightful analysis of the various asset categories that are essential to the...
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...
Managing Money as a Couple: A Male & Female Perspective
Money can be a divisive topic in relationships, but it doesn't have to be. A recent survey from SunTrust Bank revealed that 35% of people...
Supercharge Your Retirement
Unlock the full potential of your employer-sponsored retirement savings with these four powerful tips from Merit Wealth Manager Mark Fried, to supercharge your nest egg....
Merit Financial Advisors 2024 Market Outlook
In this 2024 Market Outlook titled “No Room for Mistakes,” the Merit investment team reflects on the past 12 months and their implications on the...
Maximizing Gains, Minimizing Risks: Your Guide to Safeguarding Wealth in Concentrated Stock Positions
By Tyler Vernon, Regional Director and Partner at Merit Financial Advisors Embarking on the journey of concentrated stock ownership can be thrilling, especially when the...
4 Easy Steps to Get Started with Your Taxes in 2024
At Merit, we understand the season of income tax preparation can go hand-in-hand with feelings of joy (when one receives that much-anticipated refund); result in...
Six Ways a CDFA® Helps During Divorce Proceedings
By Hollis Hardiman, CDFA®, Wealth Manager, Partner, Merit Financial Advisors Divorce is a challenging and emotionally charged process, and it can be particularly difficult when...
Merit Financial Advisors Hires Brian Andrew as Chief Investment Officer
Brian joins Merit from Johnson Financial Group, bringing three decades of experience. ATLANTA – [January 12, 2024] - Merit Financial Advisors (“Merit”), a Georgia-based financial...
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