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Widow: Optimizing Your Social Security Benefits
Optimize Your Social Security Benefits Social security is a significant part of most widows’ retirement income. Meet with a member of our financial planning team to make sure you are making the best decisions to prepare for retirement. Our Social Security Solution for Widows Studies show that Social Security Benefits provide more than 50% of…
Read MoreTips for Widows: How to Sort Through the Chaos After the Death of a Spouse
Financial Advice for Widows: 6 Tips The loss of a spouse can be crippling—emotionally, physically, spiritually, socially, and equally important, financially. A recent survey found that 78% of widows said that losing their spouse was the single hardest thing that they have been through and the top financial challenges included adjusting to a loss in…
Read MoreLocations
Financial Advisors Near You You deserve the best. Schedule a Free Consultation Find an Advisor Near You Find An Advisor Near You Search Location Distance Range Radius: KM Status Loading… Number of Offices: 0 PRINT Ă— Store Direction GET DIRECTIONS × From: To: Km Miles GET DIRECTIONS Use my location to find the closest Service…
Read MoreFor Advisors
Take Your Advisory Firm to the Next Level. Our team is here to serve as your professional partner on your path to growth. We are your back office support with the tools and resources to help you build revenues, expand your practice, and grow as professional. At Merit, we believe we are Stronger Together. Take…
Read MoreRetirement Resources
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. Sign Up For Our Newsletters Planning Beyond Tax Season: Key Considerations for 2026 and Your Long-Term Financial Strategy By Steve Henderson,…
Read MoreCalculators
Financial Calculators We have compiled a few financial calculators to help you successfully plan for your future. Though not a substitute for advice and information provided by our qualified professionals, these calculators offer a good starting point to a secure future. Retirement Calculators Are my current retirement savings sufficient? How much will I need to…
Read MoreDivorce
Divorce Financial Advisor and Planner Our team is ready to help you navigate this transition. Schedule a Consultation Today Merit has been in the business of helping women to take control of their financial future for over thirty years. Our team of professionals includes Certified Divorce Financial Analysts™ and CERTIFIED FINANCIAL PLANNERS™ with a wealth…
Read MoreWidowhood Resources
Widowhood Resources This season of life is as confusing as it is heartbreaking, but having the right resources can make it much less of a burden. Sign Up For Our Newsletters Supporting Families Through Aging, End-of-Life, and After-Loss: Webinar Recap A Care Coordination Solution for Merit Clients In our recent webinar, Kate Redden, CFP®, ChFC®,…
Read MoreWidowhood
Financial Advisors for Widows We have a team ready to help you get through this. Schedule a Consultation Today! TruWealth® for Widows: From Grief To Growth To Grace™ Widowhood affects every aspect of life: emotional, social, spiritual, physiological, and financial. To successfully move through this period and thrive, you must address the financial issues while…
Read MoreMerit Financial Advisors
We Are Merit Your trusted financial partner, providing the support you need to navigate life’s challenges, transitions, and victories. Schedule a Free Consultation Find an Advisor Near You Welcome to Merit Merit Financial Advisors exists to enrich the lives of those we serve. Our mission is to revolutionize the client experience by building the Wealth…
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