Meritage Periodical

What is the Meritage Periodical?

Distributed via email, the Meritage Periodical serves as a periodic touchpoint for us to share ideas and conversation starters around topics in our industry, updates and timely reminders on items that may impact your personal financial planning, and stories from our clients of the positive energy they are bringing into the world. If you are interested in subscribing, please fill out the form at the bottom of the page. 

March 2024

Advisor Perspective: Understanding Social Security - What factors adjust my individual retirement benefit?

IRS Form 5498 Updates


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February 2024

Advisor Perspective: Understanding Social Security - What determines my individual retirement benefit?


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January 2024

Timely Topics: 2023 Tax Season Reminders


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December 2023

Timely Topics: Contribution Limit Increases and 2023 Tax Filing


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November 2023

Advisor Perspective: Investment Management: Our Core Beliefs


Timely Topics: What About The Other 493 Companies?


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October 2023

Advisor Perspective: Use Market Indices With Care


Did You Know: How to scan documents with your iPhone


Timely Topics: Social Security and Medicare Updates for 2024


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September 2023

Advisor Perspective: History and Current State of the Long-Term Care Insurance Industry


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August 2023

Welcome Walt Buettel to Meritage!

Advisor Perspective: Keep "wasting" money on rent!


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July 2023

Advisor Perspective: What should my asset allocation be?


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June 2023

Advisor Perspective: With limited time, plan for the probable

Timely Topics: Linking outside accounts in Investor360


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May 2023

Advisor Perspective: How we can help you with your estate planning


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April 2023

Advisor Perspective: Don't Lose Sight of Your True Financial Goal


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March 2023

Advisor Perspective: Distressed Banks, Commonwealth's Core Sweep Account Program, and Money Market Funds


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February 2023

Advisor Perspective: Cash management


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January 2023

Advisor Perspective: What you need to know about SECURE 2.0

Timely Topics: 2022 Tax Season Reminders


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December 2022

Advisor Perspective: Looking back before we look forward

Timely Topics: Contribution Limit Increases and 2022 Tax Filing


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October 2022

Advisor Perspective: What are our opportunities in these challenging times?

Timely Topics: Social Security Updates for 2023


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September 2022

Advisor Perspective: When is the market going to rebound?

Timely Topics: 2023 Medicare Updates


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August 2022

Advisor Perspective: What is your best asset?


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July 2022

Advisor Perspective: History does not repeat itself, but it often rhymes


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June 2022

Advisor Perspective: What are alternative investments?

Did you know: Password managers


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May 2022

Advisor Perspective: Are annuities good or bad?

Did you know: Want to opt out of all that junk mail?


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April 2022

Advisor Perspective: What should I do to fight inflation?

Did you know: IRS tax-withholding estimator tool, facts about I Savings Bonds


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March 2022

Advisor Perspective: Am I paying too much for my home and auto insurance?


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February 2022

Advisor Perspective: What should or shouldn’t I do in reaction to a declining stock market?

Timely Topics: IRA and Roth IRA contribution deadline for 2021, IRS tax scams to watch out for, Estate Planning basics


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January 2022

Advisor Perspective: What is normal market volatility?

Timely Topics: Required Minimum Distribution (RMD) FAQs, 2021 Tax Season Reminders


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December 2021

Advisor Perspective: How big should my cash reserve be?

Timely Topics: Social Security & Medicare, Contribution Limit Increases, & 2021 Tax Filing


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