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. 

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

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Advisor Perspective: What are alternative investments?

Did you know: Password managers

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Advisor Perspective: Are annuities good or bad?

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

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

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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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Advisor Perspective: What is normal market volatility?

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

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Advisor Perspective: How big should my cash reserve be?

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

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