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Reis Financial Services
Reis Financial Services West Bend, WI Reis Financial Services Joins Forces with Merit Financial Advisors Effective June 9, 2023 We are excited to announce the next phase of our company, the merger of Reis Financial Services and Merit Financial Advisors. We anticipate the transition to the Merit platform will be seamless. You will still have…
Read MoreShould I Hire a Financial Advisor? Pros and Cons
Written by Brad Cast, RFC®, Wealth Manager & Partner In the world of personal finance, many people turn to financial advisors to help them make informed decisions and reach their financial goals. While there are pros and cons to working with a financial advisor, the benefits often outweigh the costs. Pros of hiring a financial…
Read MoreFree Federal Income Tax Calculator
Free Federal Income Tax Calculator All Calculators: Additional Calculators Retirement Are my current retirement savings sufficient? How much will I need to save for retirement? How will retirement impact my living expenses? I’m retired, how long will my savings last? Social security retirement income estimatorInsurance How much life insurance do I need? How much disability…
Read MoreFree Tax Refund Estimator
Free Tax Refund Estimator All Calculators: Additional Calculators Retirement Are my current retirement savings sufficient? How much will I need to save for retirement? How will retirement impact my living expenses? I’m retired, how long will my savings last? Social security retirement income estimatorInsurance How much life insurance do I need? How much disability income…
Read MoreImportant AT&T Retirement Plan Updates for 2022-2023
Understanding your AT&T retirement plan will allow you to make informed decisions about your finances before and during your retirement. Of course, the telecommunications company does offer their support and assistance in setting up and maintaining your plan, but ultimately, it’s your responsibility to develop a nuanced understanding of the terms and conditions so that…
Read MoreEnd-of-Year Financial Checklist
Written by: Kate Redden, CFP®, ChFC®, CKA®, Regional Director, Partner The end of a year traditionally is the time to make resolutions for the new year ahead. This applies as much to your financial life as it does to all those personal goals you promise yourself you’ll attend to. Financially speaking, though, the things worth…
Read MoreThe Ultimate Estate Planning Guide
Written by: Emily Boothroyd , JD, CFP®, CPWA®, Wealth Manager What is estate planning? Estate planning is the act of organizing your financial and personal affairs to allow for a seamless distribution process upon your death, and to allow your loved ones to make effective decisions around your healthcare and finances. A common misconception is…
Read MoreWhy Do You Need a Financial Advisor?
Written by: Zac Beckerley, CFP®, Wealth Manager According to the U.S. Bureau of Labor Statistics, there were more than 263,000 personal financial advisors in America as of May, 2021. Their clients included individuals and families working to secure their financial futures, as well as high net worth investors with complex planning requirements. What services do…
Read MoreWhat to Look for in a Financial Advisor
Written By: Zac Beckerley, Wealth Manager | Partner You are probably thinking, how is Merit Financial Advisors, a firm with wealth advisors going to tell me what to look for in a wealth advisor? Wouldn’t they just point me in the direction of their firm? Well, of course, but first we want to tell you,…
Read MoreThe Definitive Financial Planning Checklist: 8 Essentials
Written by Andy Lubben, Regional Director | Partner We all know how important financial planning is. A financial plan acts as a guide as you go through your life’s journey. It helps you stay in control of your entire financial picture so you can achieve the goals you’ve set for yourself and your loved ones.…
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