Surprises crop up every day, and they’re a great reason to work with us.
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Surprises
Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
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Retiring the 4% Rule
Lifestyle inflation can be the enemy of wealth building.
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Keeping Up with the Joneses
There are benefits and limitations when using a living trust. #LivingTrust
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A Living Trust Primer
Do you really understand how your homeowners insurance works? #homeownersinsurance #insurance
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Understanding Homeowner’s Insurance
Whether you realize it or not, you’ve allocated your assets.
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A Decision Not Made Is Still a Decision
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
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Monthly Market Insights | October 2020
Health & Human Services: Age can make a difference in the cost of a long-term-care policy.
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What to Look for in a Long-Term Care Policy
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
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Tax Deductions You Won't Believe
It might surprise you how well Millennials are saving for retirement. #genY #retirement #savings
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What Our Kids Can Teach us About Saving Money
How literate are you when it comes to your finances? Brush up with these five basics.
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The Five Basics of Financial Literacy
D&O #insurance can be a risk management tool for small businesses, non-profits and educational institutions.
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Directors and Officers Liability Insurance
Building a personal #legacy may be the highest order of altruism. It can begin with four simple steps.
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Building Your Legacy
Ben Franklin used compound interest to make big contributions to his two favorite cities.
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The Power of Compound Interest
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
#tbt #Halloween
#Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.
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A Home Insurance Claim: To File Or Not To File
Facing divorce? Don't overlook changes to your insurance coverage. #divorce #insurance
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What You Should Do About Insurance Following a Divorce
Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
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A House Divided
In October, stock prices felt increased pressure due to inaction on a second American fiscal stimulus bill and a rise in global COVID-19 cases.
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Monthly Market Insights | November 2020
When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
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Trends in Charitable Giving
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
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Red Flags for Tax Auditors
Everyone smile! 📸
#2020teamphotos
Attention Estate Executors: Do you know about the Alternate Valuation Date?
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Understanding the Alternate Valuation Date
It’s possible to avoid these classic #retirement traps, with a little preparation.
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Retirement Traps to Avoid
The savings rate is the government’s estimate of how much U.S. households are saving.
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U.S. Personal Savings Rate
[Video] How familiar are you with the Federal Reserve? Here’s a quick history. #fed #federalreserve #fedpolicy
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The Fed and How It Got That Way
Where there's a will there's a way. Don't leave your estate unattended—update your documents.
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Critical Estate Documents
In November, stock prices powered higher and energized investors thanks to a month-long succession of positive news events.
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Monthly Market Insights | December 2020
Sector investing may present an opportunity — if you do your homework. #investing
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The Utility of Sector Investing
The S&P 500 is ubiquitous. Ever wonder how it works? #S&P500
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The Anatomy of an Index
#SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?
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Social Media: #NewestBusinessLiabilityRisk
Ben Franklin used compound interest to make big contributions to his two favorite cities.
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The Power of Compound Interest
What would happen to your loved ones if you were gone? Make financial preparations today.
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Variable Universal Life Insurance
If you'd like to participate in emerging markets, what are your options? #EmergingMarkets
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Emerging Market Opportunities
Did you know that women control 51% of all personal wealth in the United States?
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Women on the Rise
Learn about Medicare’s popular program, offering retirees free gym membership and health education.
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Silver Sneakers 101
A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.
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Estate Management 101
Even low inflation rates can impact your retirement outlook over time.
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Inflation - Back to the Future
It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
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The Long Run: Women and Retirement
Happy Birthday, David Schlitt!!🥳
Hope you have an amazing day and weekend!
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
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Monthly Market Insights | January 2021
Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lost, stolen, or damaged card. Read more here:
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Replacing Your Medicare Card
Want to test your life insurance knowledge? Take our quiz and find out where you rank.
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Test Your Life Insurance Knowledge
The truth is a little more complicated with these personal finance idioms.
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The Latte Lie and Other Myths
Finding the proper #insurance for your #condo means knowing what is covered by the association’s insurance.
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A Brief Guide To Condo Insurance
Seeking a highly qualified individual to fulfill the role of Investment Operations Associate. Candidate would be responsible in assisting our Director of Operations and team of advisors in all facets of our daily operations.
Please find further details and apply here:
https://www.indeedjobs.com/merit-financial-advisors-8540d9f/jobs/8b56156a3740f8d0cbc0
MERIT FINANCIAL ADVISORS - ORLANDO
Investment Operations Associate
Wall Street has a lot of cliches. How many do you know?
#WallStreet
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16 Wall Street Cliches in 60 Seconds
The truth is a little more complicated with these personal finance idioms.
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The Latte Lie and Other Myths
Here are a few key factors to consider when naming an executor for your estate.
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And the Executor Is
Could you find acres of diamonds in your own backyard? Watch this video.
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Acres of Diamonds
Finding the proper #insurance for your #condo means knowing what is covered by the association’s insurance.
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A Brief Guide To Condo Insurance
Seeking a highly qualified individual to fulfill the role of Investment Operations Associate. Candidate would be responsible in assisting our Director of Operations and team of advisors in all facets of our daily operations.
Please find further details and apply here:
https://www.indeedjobs.com/merit-financial-advisors-8540d9f/jobs/8b56156a3740f8d0cbc0
MERIT FINANCIAL ADVISORS - ORLANDO
Investment Operations Associate
Wall Street has a lot of cliches. How many do you know?
#WallStreet
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16 Wall Street Cliches in 60 Seconds
Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.
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A New Way to Look at Your Bucket List
The tax rules that govern donating art are complex and confusing. #taxes #art
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Donating Art: Taxation Abstraction
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
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Monthly Market Insights | February 2021
Here are a few key factors to consider when naming an executor for your estate.
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And the Executor Is
Could you find acres of diamonds in your own backyard? Watch this video.
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Acres of Diamonds
Your financial future is calling. Develop a strategy for your investments today.
MERITFAORLANDO.COM
The Cost of Procrastination
Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.
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A New Way to Look at Your Bucket List
The tax rules that govern donating art are complex and confusing. #taxes #art
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Donating Art: Taxation Abstraction
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
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Monthly Market Insights | February 2021
Here are a few key factors to consider when naming an executor for your estate.
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And the Executor Is
A few strategies that may help you maximize your Social Security income. #SocialSecurity #Retirement
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Social Security: Maximizing Benefits
You can start Social Security benefits as soon as you reach 62. Know the rules before deciding. #SocialSecurity
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When Should You Take Social Security
Your financial future is calling. Develop a strategy for your investments today.
MERITFAORLANDO.COM
The Cost of Procrastination
Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.
MERITFAORLANDO.COM
A New Way to Look at Your Bucket List
The tax rules that govern donating art are complex and confusing. #taxes #art
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Donating Art: Taxation Abstraction
[Video] How familiar are you with the Federal Reserve? Here’s a quick history. #fed #federalreserve #fedpolicy
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The Fed and How It Got That Way
A few strategies that may help you maximize your Social Security income. #SocialSecurity #Retirement
MERITFAORLANDO.COM
Social Security: Maximizing Benefits
You can start Social Security benefits as soon as you reach 62. Know the rules before deciding. #SocialSecurity
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When Should You Take Social Security
Your financial future is calling. Develop a strategy for your investments today.
MERITFAORLANDO.COM
The Cost of Procrastination
Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.
MERITFAORLANDO.COM
A New Way to Look at Your Bucket List
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
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Monthly Market Insights | March 2021
Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car? #NewCar
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Buying vs. Leasing a Car
[Video] How familiar are you with the Federal Reserve? Here’s a quick history. #fed #federalreserve #fedpolicy
MERITFAORLANDO.COM
The Fed and How It Got That Way
A few strategies that may help you maximize your Social Security income. #SocialSecurity #Retirement
MERITFAORLANDO.COM
Social Security: Maximizing Benefits
You can start Social Security benefits as soon as you reach 62. Know the rules before deciding. #SocialSecurity
MERITFAORLANDO.COM
When Should You Take Social Security
When considering a record keeping system for your business, you need to ask yourself some very important questions
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Keeping Good Records is Good Business
Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial woes. Read more now.
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The Cost of Medical Care
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
MERITFAORLANDO.COM
Monthly Market Insights | March 2021
Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car? #NewCar
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Buying vs. Leasing a Car
[Video] How familiar are you with the Federal Reserve? Here’s a quick history. #fed #federalreserve #fedpolicy
MERITFAORLANDO.COM
The Fed and How It Got That Way
If you don’t have an #estatestrategy, here’s some reasons why you should.
MERITFAORLANDO.COM
Why Everyone Needs an Estate Strategy
When considering a record keeping system for your business, you need to ask yourself some very important questions
MERITFAORLANDO.COM
Keeping Good Records is Good Business
Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial woes. Read more now.
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The Cost of Medical Care
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
MERITFAORLANDO.COM
Monthly Market Insights | March 2021
Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car? #NewCar
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Buying vs. Leasing a Car
What does the average American budget look like? We’ve created a fun interactive piece that lets you see how your own budget compares. Read more now.
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The Average American Budget
Are you overpaying your #taxes? Here’s five overlooked #tax #deductions.
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Five Most Overlooked Tax Deductions
If you don’t have an #estatestrategy, here’s some reasons why you should.
MERITFAORLANDO.COM
Why Everyone Needs an Estate Strategy
When considering a record keeping system for your business, you need to ask yourself some very important questions
MERITFAORLANDO.COM
Keeping Good Records is Good Business
Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial woes. Read more now.
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The Cost of Medical Care
What should you look for in a personal finance app?
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What to Look for in Personal Finance Apps
What does the average American budget look like? We’ve created a fun interactive piece that lets you see how your own budget compares. Read more now.
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The Average American Budget
Are you overpaying your #taxes? Here’s five overlooked #tax #deductions.
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Five Most Overlooked Tax Deductions
If you don’t have an #estatestrategy, here’s some reasons why you should.
MERITFAORLANDO.COM
Why Everyone Needs an Estate Strategy
When considering a record keeping system for your business, you need to ask yourself some very important questions
MERITFAORLANDO.COM
Keeping Good Records is Good Business