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Category: Blog

Whatever it is you decide to do, Do it For Yourself!

Steve’s thoughts, experiences and lessons learned on being a self employed professional and business owner for nearly 2 decades.

Take the 1st Step
End-of-Year Business Planning
End-of-Year Business Planning
October 28, 2021 by Stephen Taylor, JD, CFP®

End-of-Year Business PlanningOwning a business can be exciting but also stressful. The end of the year brings a lot of…

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Time to Think About Setting up a Retirement Plan at Work
Time to Think About Setting up a Retirement Plan at Work
October 14, 2021 by Stephen Taylor, JD, CFP®

Time to Think About Setting up a Retirement Plan at Work To be competitive in today’s job market, you have…

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The Price You Pay for College
The Price You Pay for College
September 28, 2021 by Stephen Taylor, JD, CFP®

The Price You Pay for College: An Entirely New Roadmap for the Biggest Financial Decision Your Family Will Ever Make…

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The Education of an Entrepreneur
The Education of an Entrepreneur
July 16, 2021 by Stephen Taylor, JD, CFP®

I remember when I was young my father used to take me with him to go make his weekly “collections.”…

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I Had Five Days to Make One of the Most Important Decisions of My Life
I Had Five Days to Make One of the Most Important Decisions of My Life
June 18, 2021 by Giancarlo Lamourtte

By: Genna Grodin With a new college application season fast approaching, I wanted to reflect on my rollercoaster experience as…

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What's Up With This Crypto Thing?
What's Up With This Crypto Thing?
May 21, 2021 by Giancarlo Lamourtte

By: Giancarlo Lamourtte With the release of the Bitcoin whitepaper in 2008—under the alias of Satoshi Nakamoto—sprung the idea of…

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Merited Wealth
Investment Management and Financial Planning Services offered through Merited Wealth, LLC, a Registered Investment Adviser in the State of Florida. The views expressed today are our own, solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.
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