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Welcome, I’m Jeff Ackler, CERTIFIED FINANCIAL PLANNER™ Practitioner, Wealth Management Advisor with Merit Financial Group and SmartVestor Pro. We understand that individuals face unique challenges as they build wealth, plan for the future, and enjoy retirement. We can help take the mystery out of preparing for tomorrow and living for today. Whether your goals include preparing for or managing wealth in retirement, saving for college, or preparing your estate plan, our personalized service focuses on your needs, wants, and financial goals and objectives. Contact us now for your Complimentary Consultation!
The SmartVestor Program is a directory of investment professionals. Dave Ramsey, SmartVestor and Ramsey Solutions are not affiliates of Merit Financial Advisors, Merit Financial Group, LLC or LPL Financial.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
A change in your mindset during retirement may drive changes to your portfolio.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Marriage changes everything, including your insurance needs.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate the total cost in today's dollars of various mortgage alternatives.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
All about how missing the best market days (or the worst!) might affect your portfolio.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Pundits say a lot of things about the markets. Let's see if you can keep up.