Merit Wealth Advisors

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:

Replacing Your Medicare Card Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.

Things like travel, traditions and meaningful moments will define your legacy. can help you create a financial plan that includes experiences to enrich your life and create lasting memories. Read our latest blog to learn how we can work with you to help build an enduring legacy: https://bit.ly/4dHI4DI

What would happen to your loved ones if you were gone? Make financial preparations today.

Variable Universal Life Insurance Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

From beautiful Cancun, Mexico, Sol Shen of shares a heartfelt moment from his family trip, reflecting on the legacy of cherished memories. Discover how thoughtful financial planning can help you create and preserve precious moments for generations to come. Watch the video now: https://bit.ly/3XgZgdI

What's Your Legacy? Creating a lasting legacy is about more than accumulating assets — it’s about the values and experiences you enjoy together and the memories you leave behind...

All those years of work can add up to a small fortune. What's your strategy for your money?

Lifetime of Earnings Estimate how much you have the potential to earn during your working years.

A legacy is more than the material possessions you leave behind — it’s the memories and values you pass down to future generations. At , we work with you to create a financial strategy to help you enjoy meaningful and memorable experiences with your loved ones. Learn more about planning for a legacy filled with cherished moments: https://bit.ly/4dHI4DI

The True Meaning of Legacy The True Meaning of Legacy Legacy is more than the assets you accrue during a lifetime and leave behind. It’s the lasting impact you can have on loved ones and the shared experiences that will live in their hearts long after you’re gone. It’s about the traditions and values that define your li...

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

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Stocks edged higher in August as investors monitored economic reports for the Fed's next move with short-term interest rates

Monthly Market Insights | August 2024 Monthly Market Insights | August 2024 U.S. Markets Stocks edged higher during a volatile month of trading as investors monitored economic reports about the Fed’s next move with short-term interest rates. The Dow Jones Industrial Average led in July, picking up 4.41 percent. The Standard & Poor’s...

Valuation is important for business succession, estate taxes and even qualifying for a loan.

What is the Value of Your Business? Ascertaining the value of your business is important for a variety of reasons.

Celebrating a in beautiful Hawaii, David Schlitt from takes a moment to discuss how can help you better prepare for significant life events like a wedding anniversary, retirement, welcoming a new grandchild or inheriting wealth. Watch David’s video to learn more: https://bit.ly/3WFm9XX

Planning for Life's Milestones While celebrating his 25th wedding anniversary in beautiful Hawaii, ’ David Schlitt takes a moment to share the joy and excitement of imp...

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this message.

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Planning for your kids’ college education? Welcoming a new grandchild? Supporting your family is filled with joyous milestones — and significant financial responsibilities. At , we help you build a solid financial foundation for your loved ones. Learn how we can assist in planning for every stage of your family’s journey: https://bit.ly/4cQdd7e

Compare your taxable investment to a tax-deferred one. The results may surprise you.

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Whether you have life insurance through work, are retired, or raising a family, it pays to know the truth about life insurance coverage.

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Life’s milestones bring excitement and opportunities, but often financial challenges as well. Whether it’s starting a family, sending your kids to college or preparing for retirement, each event benefits from careful financial planning. At , we’re here to guide you through it all. Discover how we can help you navigate these pivotal moments: https://bit.ly/4cQdd7e

Financial Planning for Life’s Milestones Financial Planning for Life’s Milestones Navigating life’s significant milestones is a journey filled with excitement, change, financial opportunities — and sometimes unexpected challenges. From getting your first job to retiring after a long career, each milestone presents unique consideratio...

Want to test your life insurance knowledge? Take our quiz and find out where you rank.

Test Your Life Insurance Knowledge How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

The stock market rallied in Q2 around AI and hopes that the Fed will manage interest rates with inflation trending lower.

Quarterly Market Insights | Q2 2024 Quarterly Market Insights | Q2 2024 U.S. Markets Following a rocky start, stocks finished the second quarter higher as investors remained optimistic the Fed will manage interest rates with inflation trending lower. For the quarter, the Standard & Poor’s 500 Index rose 3.92 percent, and the Nasdaq ...

A fund to pay for emergencies — such as an unexpected car or home repair — is an essential pillar that supports your overall financial health and investment goals. Learn how a contributes to a broader strategy and helps safeguard investment goals on our latest blog: https://bit.ly/3VPDFsa

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.

Preparing for the Expected You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.

Choosing a Business Structure Entrepreneurs all face the same question, “Which business structure should I adopt?”

44% of Americans say they can’t afford $1,000 to pay for an emergency. Building a is crucial for your and a key part of a comprehensive wealth-building plan. Read our latest blog to learn what to keep in mind when setting up an and how can help: https://bit.ly/3VPDFsa

The Role of an Emergency Fund in a Wealth-building Strategy The Role of an Emergency Fund in a Wealth-building Strategy In the world of financial planning, emergency funds are typically seen as a safety net for life’s unexpected turns — for when the car breaks down or the roof needs a repair. But from a wealth management perspective, an emergency fund pl...

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.

Estate Management 101 A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Having a cushion of savings can take a lot of stress out of unplanned expenses, but did you know it can also be key to achieving your overall ? Watch our latest video to learn how a can support your investing and retirement strategy: https://bit.ly/3VLp94z

Are You Ready for a Rainy Day? 44% of Americans say they can’t cover an unexpected $1,000 expense. Building a can help pay for things like an emergency car repair or medical ...

changes everything, including your needs. Here are some things to look out for

Insurance Needs Assessment: When You're Newly Married Marriage changes everything, including your insurance needs.

Stocks rallied in May as investors welcomed upbeat Q1 corporate reports and signs of a Goldilocks economy - not too hot, not too cold. The Dow crossed 40,000 for the first time after cooler inflation data raised hopes for a potential rate adjustment.

Monthly Market Insights | June 2024 Monthly Market Insights | June 2024 U.S. Markets Stocks rose in May as investors cheered upbeat Q1 corporate reports and signs that the economy was still strong while not overheating. The Dow Jones Industrial Average gained 2.30 percent, while the S&P 500 Index added 4.80 percent. The tech-heavy Nas...

Extended-care insurance is one of the most complex types of insurance you may consider. Learn more.

What to Look for in an Extended-Care Policy Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.