Search results for: insurance
Now is the Time to Spring Clean your Financial Plan
By Joe Cilley, CFP® Vice President of Financial Planning, Partner, Merit Financial Advisors Managing finances remains one of the highest day-to-day stressors in adult life, but it doesn’t have to be that way. Spring is a perfect time to get your financial house in order, the same way you would spring clean your house. Whether…
Read MoreMerit’s Female Executives Reflect on Mentorship vs. Sponsorship, Blending Work and Home Lives, and Building Wealth for Women’s History Month
Women’s influence in wealth management continues to grow. Fidelity’s 2024 Women & Investing Study found an 18 percent increase in women stock market investors from the year before. Merit is proud to share that women represent more than 50% of nearly 300 employees, a number that continues to increase. To celebrate Women’s History Month, four…
Read More4 Easy Steps to Get Started with Your Taxes in 2025
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 surprises (when one discovers they may, in fact, OWE versus receiving a refund); bring forth feelings of frustration (as one continues to await those last-minute K-1’s, with the hope of…
Read MoreFamily and Behavioral Dynamics Series
In this insightful video series, Kelly Gallimore, Wealth Manager at Merit Financial Advisors, addresses the complexities of family dynamics across life’s many stages.
Read MoreProfessional Alliance Partnership
Partnering for Success Grow Your Practice with Merit Financial Advisors. Join our Professional Alliance Partnership and expand your service offerings with an award-winning wealth management firm. Partner With Us Today Expand Your Services and Enhance Credibility At Merit Financial Advisors, we believe in enhancing the lives of those we serve. Our Professional Alliance Partnership is…
Read MoreMerit Financial Advisors Adds Second Office in New Jersey with Acquisition of Westfield Financial Planning
NEW JERSEY —[July 31, 2024] — Merit Financial Advisors (“Merit”), a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions for high-net-worth individuals and families and those navigating life transitions, announced today it has acquired Westfield Financial Planning (“Westfield”). The firm, based in Westfield, New Jersey, expands Merit’s existing presence in…
Read MoreWestfield Financial Planning
Westfield Financial Planning Westfield, NJ Westfield Financial Planning Joins Forces with Merit Financial Advisors Effective July 26, 2024. We are excited to announce the next phase of our company, the merger of Westfield Financial Planning and Merit Financial Advisors. We anticipate the transition to the Merit platform will be seamless. You will still have access…
Read MoreLong-Term Care Series
Whether you’re planning for yourself or a loved one, this series provides a comprehensive guide to understanding and preparing for long-term care.
Read MoreYour Financial Advisor Kindly Requests Your Imagination
By Joe Cilley, CFP® Vice President of Financial Planning, Partner, Merit Financial Advisors Today, information is ubiquitous. We don’t have to wonder about anything for too long with a search engine in our pocket; indeed, the average American checks their phone 144 times per day. Yet, we often fail to realize that wisdom is at…
Read MoreShould 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, or a rental income generator – and maybe all three – has lots of Americans taking the second-home plunge. Indeed, according to the National Association of Home Builder, the total…
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