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. 

Timely Topics: Key Personal Tax Changes for 2026 Tax Year

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Advisor Perspective: What You Should Know Before Naming a Minor as a Beneficiary

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Advisor Perspective: Should I Rely on AI for Financial Planning?

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Turning the Last Page: The Aspirational Investor by Ashvin B. Chhabra

Timely Topics: Changes to USPS Postmark Dates

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Timely Topics: Social Security and Medicare Updates for 2026

Advisor Perspective: Should I Expect Mortgage Rates to Decline?

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Advisor Perspective: One Big Beautiful Bill Act: Major Personal Income Tax Provisions

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Advisor Perspective: Help Your Kids or Grandkids Get a Head Start on Retirement

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Advisor Perspective: Implied Expectations Matter

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Advisor Perspective: What Is Normal Market Volatility?

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Advisor Perspective: Planning For A Long Life

Timely Topics: SECURE 2.0 Act Introduced the Super Catch-Up Contribution

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Advisor Perspective: The Social Security Fairness Act

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