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Reason #9 Why Clients Hire Merriman: Family Continuity
Life is unpredictable. We help you make a plan so you know your family will be taken care of…and that’s why our clients love us.
How to Optimize Your Accounts After The SECURE Act
In light of the SECURE Act, should I convert my IRA to a Roth IRA, and if so, how much of it should I convert?
Should I Take the Boeing Voluntary Layoff (VLO)
Many people may be considering the Boeing Voluntary Layoff (VLO) offer but are unclear what retiring now would mean for their future lifestyle. This is a major decision to make in a short amount of time, and there are many factors to consider.
Cybersecurity and COVID-19 Scams
As if there isn’t enough to be cautious about lately…now is the time to practice safe Internet habits and beware of cyber scams.
Webinar | The Fragility of Retirement in the Coronavirus Era
We have also been hearing lots of questions from clients, prospects, friends, and family.
Should I sell all of my stocks now? Should I go to cash? Should I use all the cash I have to buy in? Should I file for Social Security earlier than planned? How will I pay for a hospital stay if I need one?
If you are worried about some of these things too, then click to learn more.
Employee Spotlight | Matt Mathiesen
Learn a bit about Merriman employees – what we do, why we’re here and what we enjoy!
How does the CARES Act impact me?
Curious about what’s contained in the new almost 900-page CARES Act legislation? Here’s a snapshot of some sections that will have the biggest impact for individual taxpayers.
Reason #8 Why Clients Hire Merriman: We Hold You Accountable
Do you have those things you know you should do but always find distractions to not complete them? We help hold our clients accountable…and that’s why our clients love us.
I’m Planning to Leave Assets to Charity – How Does the SECURE Act Change That?
In my estate plan, I’m planning to leave some of my assets to charity. What should I be mindful of with the passage of the SECURE Act?
Reason #7 Why Clients Hire Merriman: We’re Encouraging
In the same way a personal trainer helps you get into shape, we encourage and motivate our clients to work towards their financial goals…and that’s why our clients love us.
Should I Do a Roth Conversion?
The answer is “maybe.” Unfortunately, there isn’t a simple rule of thumb that applies to everyone, but here are the most common reasons you might want to do a Roth conversion.
Employee Spotlight | Jeff Barnett
Learn a bit about Merriman employees – what we do, why we’re here and what we enjoy!
