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 below.
April 2023
Advisor Perspective: Don't Lose Sight of Your True Financial Goal
March 2023
Advisor Perspective: Distressed Banks, Commonwealth's Core Sweep Account Program, and Money Market Funds
February 2023
January 2023
Advisor Perspective: What you need to know about SECURE 2.0
Timely Topics: 2022 Tax Season Reminders
December 2022
Advisor Perspective: Looking back before we look forward
Timely Topics: Contribution Limit Increases and 2022 Tax Filing
October 2022
Advisor Perspective: What are our opportunities in these challenging times?
Timely Topics: Social Security Updates for 2023
September 2022
Advisor Perspective: When is the market going to rebound?
Timely Topics: 2023 Medicare Updates
August 2022
July 2022
Advisor Perspective: History does not repeat itself, but it often rhymes
June 2022
Advisor Perspective: What are alternative investments?
Did you know: Password managers
May 2022
Advisor Perspective: Are annuities good or bad?
Did you know: Want to opt out of all that junk mail?
April 2022
Advisor Perspective: What should I do to fight inflation?
Did you know: IRS tax-withholding estimator tool, facts about I Savings Bonds
March 2022
Advisor Perspective: Am I paying too much for my home and auto insurance?
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
January 2022
Advisor Perspective: What is normal market volatility?
Timely Topics: Required Minimum Distribution (RMD) FAQs, 2021 Tax Season Reminders
December 2021
Advisor Perspective: How big should my cash reserve be?
Timely Topics: Social Security & Medicare, Contribution Limit Increases, & 2021 Tax Filing