Merit Advisors LLC

10/14/2026

It’s National Dessert Day, and we want your retirement to be just as sweet as your favorite treat! 🍰

Think of your retirement plan like a recipe: start with the right ingredients, add a little personalization, and create a retirement you can look forward to. Because retirement should be the frosting, not the broccoli. 🥦

Check out this retirement recipe to learn more: https://www.kiplinger.com/retirement/retirement-planning/plan-your-retirement-with-core-ingredients-but-personalize-the-frosting

10/12/2026

"Making a budget may not be the first thing you look forward to in retirement, but it's one of the most important things to do to start your retirement on the right path." If you have questions about what a retirement budget should look like, please check out this resource or reach out to us with any questions!

Check it out:https://www.fidelity.com/viewpoints/retirement/retirement-and-budgeting

10/09/2026

"These high-net worth individuals have accumulated just shy of seven figures in retirement funds by thinking long-term and investing consistently. Studying their habits reveals that securing a comfortable retirement isn’t about just income but also approach."

Get the details: https://www.investopedia.com/the-surprising-amount-the-top-10-have-saved-for-retirement-11742712

10/07/2026

This may surprise you, but did you know that your wealth can outgrow your financial strategy? That's why we have our comprehensive five pillar approach: to help you expand and protect what you've already built.

Check out this video for more insights into our five pillar approach: https://youtu.be/MFzrBvrZzvQ

It's easy to get overwhelmed and just hope for the best. But instead, we want to help you find ease and clarity so that you can have confidence in the pillars supporting your retirement strategy.

09/28/2026

This content is provided for informational purposes only. Merit Advisors, LLC does not provide tax or legal advice; all individuals are encouraged to seek the guidance of qualified tax or legal professionals. Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. 3560731 - 12/25
Source: https://www.kiplinger.com/retirement/risk-in-retirement-what-level-works-for-you

09/21/2026

We didn’t make this up! Football season may actually be good for retirees! 🏈🤣

As summer winds down and fall arrives, it’s the perfect time to slow down, enjoy the season, and think about what you want your retirement to look like long-term.

Fall can also be a great time for a personal conversation about your financial future before the holiday season gets busy. If you’d like to visit with us, give us a call or send us an email. We’d love to hear from you!

Read the research: https://www.sciencedirect.com/science/article/pii/S0167494325003760

09/17/2026

09/15/2026

September 15th:
A DATE TO REMEMBER! 😄

09/14/2026

"How much do I really need for retirement?"

This is a question we hear often. This article is a great resource that walks you through an even more important question for retirement: how much will you spend?

Learn to plan for the retirement you want to live. Have questions? Give us a call!

You can read the article here: https://www.kiplinger.com/retirement/retirement-planning/the-most-important-retirement-planning-step

Most of us focus on how much to save for retirement, but what you'll spend is just as important, and your spending habits might change more than you expect.

08/28/2026

If you haven’t checked out our YouTube channel lately, be sure to stop by! We have lots of new videos to help you navigate your finances and retirement. Have a topic you’d like us to cover? Comment below or reach out, we’d love to hear from you! Watch here: https://www.youtube.com/