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.
Amazon Open Enrollment Is Coming Up!
Amazon open enrollment is coming up! If you work at Amazon and are looking for guidance on your benefits, check out our resource.
read more
What Happens When You Can’t Work?
A disability can happen at any time, to anyone. But not you, right? But what if it does? Making sure you are covered for this ‘what if’ is an important piece of your financial puzzle. Check out what you can do to be prepared.
read more
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!
read more
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.
read more