Search results for: insurance
7 Questions to Ask While Preparing for a Divorce Settlement Process
Written by: Lori Price, Wealth Manager & Partner & Hollis Hardiman, Wealth Manager & Partner Although very often stressful and emotional, preparing for divorce often comes down to acquiring complete and accurate information and getting organized in advance. If you are unsure about certain assets owned by you or your spouse, you could be losing…
Read MoreUPS
United Parcel Service An independent, SEC-registered investment advisor, Merit Financial Advisors has decades of combined experience working with the financial planning and investment needs of United Parcel Service executives, employees, and retirees. Contact a UPS Professional Our time-tested services and solutions for UPS executives and their families can help you identify and pursue your financial…
Read MoreIM Wealth
I.M. Wealth Care We are excited to announce a new phase of our company, the merger of I.M. Wealth Care and Merit Financial Advisors. This change will make us better at serving you, with more support on the back end, better technology, cybersecurity, portfolio construction, and communication among many others. Due to our long-standing partnership,…
Read MoreFinancial Planning as a Show of Love
We are in the season of two “special” days that deal with commitment. One of them, “Ditch New Year’s Resolution Day,” is about breaking a commitment. The other, Valentine’s Day, is about making a commitment to another person, at least in theory. Both can teach us something about commitment, accountability, and love for yourself and…
Read MoreCouples and Money: How to Better Your Finances Together
Written by: David Elder, Wealth Manager & Partner & Jennifer Mann, Relationship Manager & Financial Planning Coordinator It can be a challenge when you have two different lives merging into one. You each may have different morning routines, food preferences, and social habits. However, these differences become much starker when it comes to money. More…
Read MoreHow Can I Protect My Assets From a Civil Lawsuit?
Success can come with a major downside: It can make you a potential magnet for lawsuits—including frivolous and unfounded ones—and other attacks that can wreak havoc on your financial health and stability. Indeed, you may very well know someone in your life who has been sued. Maybe it was you! That means you’ve got to…
Read MoreBiltmore Capital Advisors
Biltmore Capital Advisors Merger of Biltmore Capital Advisors and Merit Financial Advisors We are excited to announce a new phase of our company, the merger of Biltmore Capital Advisors and Merit Financial Advisors. Merit is a nationally recognized wealth management firm that provides comprehensive financial planning and wealth management solutions for its clients. Their mission…
Read MoreMaking Sense of Medicare and Planning for a Healthy Retirement
Written by: Scott Crowe, Wealth Manager & Partner Planning for retirement calls for individuals to clarify their vision regarding future lifestyles and activities. With the help of a trusted advisor, aspiring retirees can develop a clear picture of their retirement and how to support it. However, there remains one significant question mark for even the…
Read MoreHow a Practical Risk Evaluation May Improve Your Investment Portfolio
Building your wealth is a constant balancing act between adopting new growth opportunities and hedging your portfolio against risk. You want to get the best possible ROI, but not at the risk of losing a substantial portion of your principal investment. Thus, a practical risk evaluation is one of the best ways to manage your…
Read More5 Tips for Managing Money Within a Marriage
Since one of our core competencies is providing financial advice for widows, the team from Merit Financial Advisors has seen firsthand how money can put a strain on a marriage. Although a stable financial footing can lead to a happy, successful marriage, we’ve all heard the saying that with more money comes more problems. Unfortunately, this…
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