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.
Using RSUs for Monthly Cash Flow
Do you know how to manage your RSUs, bonus and salary to cover your regular spending? It may be time to review how to strategize with income buckets and minimize taxes to strengthen your financial life.
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Should I Rent Out My Home on Airbnb?
Have you ever considered renting your home out on AirBnB? There are many factors to consider before you jump into the vacation rental industry.
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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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