ASK MERRIMAN
Do you have questions about:
- Retirement planning?
- Investment selection?
- Social Security?
- Insurance Planning?
Use the form below to submit your question on these or any other topic relating to your financial life, and you’ll receive a personalized response from a member of our team.
In the meantime, check out our latest blog posts below and don’t forget to subscribe for education on various financial planning topics.
Fall Items to Check Off Your List
With fall right around the corner, take the time to revisit your retirement accounts, eligible tax deductions, beneficiary designations, and employer benefits to ensure that you’re set up for the start of next year.
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Health and Auto Insurance – What’s Covered When You’re Traveling?
Before traveling, it’s a good idea to know what insurance coverage you have just in case the unexpected happens while abroad.
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Not All Prepaid Funeral Arrangements Are the Same
Not all prepaid funeral arrangements are the same. Some options that seem to be good end up being bad decisions. Here are some questions to consider when evaluating prepaid funeral options.
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How to Give to Your Favorite Causes AND Reduce Your Tax Bill for 2018
With the doubling of the standard deduction from the recent tax reform, the tax benefit of such gifts has been reduced or eliminated as most households won’t have enough deductions to itemize. By having a plan, we can work to reduce your tax bill, while still giving to your favorite causes.
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