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.
Do I Need to Buy a Home to Be Successful?!
While many people think the path to financial success is through home ownership that isn’t necessarily the case. Read the article to learn more about why renting vs buying isn’t always a clear-cut decision, to help you determine what’s best for you.
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How to Determine When You Need Trip Insurance
A lot goes into planning a trip, whether you’re visiting family for the holidays or taking a once in a lifetime trip! Check out our tips on how to determine if you should consider trip insurance.
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When Your Will Isn’t Enough
End of life matters aren’t something we generally want to discuss, but doing so can greatly ease the stress of your loved ones during a difficult time. Use this checklist to state your intentions!
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How You Can Leave A Lasting & Meaningful Legacy
Working with hundreds of clients over the years, I have discovered a pattern: many people want to help through philanthropic gifting or volunteerism, but they have a hard time deciding whether to give time or money, and how they should do it. If you have considered giving money or time, find out how to get started here.
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