Videos
End of Year Money Moves
The holiday season is a busy time, but don’t let end-of-year money management slip off your radar. There are benefits to gain and pitfalls to avoid when it comes to your year-end finances. Merit Wealth Advisors has a short list of 5 year-end essentials to consider before 2024. Read the blog here.
Making Sense of Medicare
Medicare Advantage is often touted as a budget-friendly solution for seniors, but there may be big financial and other costs to pay down the road. In many ways, Medicare can operate like the familiar, cafeteria-style insurance plans many had access to through their employer. However, they come with limitations that could end up costing you a lot more than money in the long run. Learn more about the consequences of your Medicare enrollment decisions. Read the blog here.
Financial Planning with a Purpose
At Merit Wealth Advisors, we’ve never met a cookie-cutter client. Everyone’s dreams are unique, and so is their pathway to financial freedom. Our team of experienced Financial Advisors can take your goals and turn them into a personalized roadmap to help get you there. Read the blog here.
Is My Cash Safe? FDIC and SIPC Insurance Explained
The highly publicized collapse of two regional financial institutions, Signature Bank and Silicon Valley Bank, has left many investors wondering “where’s my cash?” — and “is it safe?” In this video, you’ll learn how FDIC and SIPC insured institutions help keep your cash protected. And for more steps you can take to safeguard your cash accounts, read our accompanying blog post here.