The MERITRUST team has years of experience working with clients with varying needs and goals. Below are several resources that have proven useful for our clients.


    Meritrust Wealth Management Recognized as a Top Firm in th...

    Published 07/17/2023

    Meritrust Wealth Management (Meritrust) stands as one of the prominent CPA financial planners in the country, as affirmed by Accounting Today magazine’s assessment of CPA firms based on assets under management (AUM). With an impressive...

    Meritrust Wealth Management Appoints Megan Williams as COO

    Published 01/30/2023

    Meritrust Wealth Management, a leading financial advisory firm headquartered in Louisville, Kentucky, has appointed Megan Williams as Chief Operating Officer. Williams has relocated from Pennsylvania to serve alongside Meritrust’s CEO,...

    How to Make the Tax Code Work for You

    Published 11/15/2022

    By May 20, 2022, over 145 million taxpayers had dutifully filed their federal income tax returns.1 And they all made decisions about deductions and credits – whether or not they realized it. When you take the time to learn more about how...

    What Is a 1035 Exchange?

    Published 11/15/2022

    According to the most recent information available, Americans have individual life insurance with a total face value of $12.4 trillion.1 Due to a variety of factors, these individuals may find themselves in circumstances where the specific...

    When Life Insurance Becomes Taxable

    Published 11/15/2022

    According to the most recent estimates from the US Census Bureau, the population of people over the age of 55 grew twenty times faster than the population of people younger than 55 between 2010 and 2020. The fastest growing age group was...

    Protecting Your Business from the Loss of a Key Person

    Published 11/15/2022

    Charles de Gaulle once remarked, “The graveyards are full of indispensable men.” While we know that life goes on regardless of the loss of any “indispensable” person, for a small business, the loss of a key person is...

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Financial Calculators

Use Bankrate’s financial calculators to finesse your monthly budget, compare borrowing costs and plan for your future.

From mortgages to retirement plans, Bankrate’s calculators allow you to estimate the value of a loan or deposit from just about every financial product you might need. The calculators factor in such variables as interest, fees, and taxes to help you decide whether to invest in a new savings account, take out new debt, or purchase a new car or home.

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Securities offered through Kestra Investment Services, LLC, (Kestra IS) member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (KestraAS). Kestra IS and Kestra AS are affiliated entities. Kestra IS and Kestra AS are not affiliated with Meritrust Wealth Management. Investor Disclosures

The above links are provided for your information only. As they are provided by third parties, Kestra Investment Services (Kestra IS) does not endorse, nor accept any responsibility for the content. Kestra IS does not independently verify this information, nor do we guarantee its accuracy or completeness.