Want to learn more about a certain topic?
How to Circumvent the Demise of the Stretch: Strategies to Provide for Beneficiaries Beyond the 10-year Rule
With the new SECURE Act legislation, the stretch has been eliminated for IRAs. Are there other options for my beneficiary to receive the income over a period longer than 10 years?
New IRS Rollover Relief Update for Required Minimum Distributions (RMD)
On June 23, 2020 the IRS announced additional relief relating to Required Minimum Distributions (RMD), allowing you to return RMD funds withdrawn after January 1, 2020. Learn more about this announcement.
Employee Spotlight | Erick Aguayo
Learn a bit about Merriman employees – what we do, why we’re here and what we enjoy!
Crafting A Family Legacy Letter
Here are some ideas on how to craft a Family Legacy Letter to share your life story, personal values, beliefs, and advice for future generations.
Must-Know Changes for Your Estate Plan After the SECURE Act
With the new SECURE Act in place, who should consider changes to their estate plan?
Getting Creative with Financial Literacy
In this day and age, the idea of teaching your child how to balance a checkbook is outdated. The next generation will live in an entirely digital world. Check out these creative tips to make financial literacy fun!
What Pandemics Can Teach Us About Personal Finance
Here are some ways to strategize and plan in the time of a pandemic.
What to Do When the Pandemic Forces an Early Retirement
Because of the pandemic, many companies are trying to rapidly reduce their workforce. What should you do when you find yourself unexpectedly retired—whether voluntarily or not?
Psychology of Investing
Investing involves so much more than models and spreadsheets. It is an art rather than a science that involves humans interacting with each other. At its core, investing is a study of how we behave.
Employee Spotlight | Lowell Parker
Learn a bit about Merriman employees – what we do, why we’re here and what we enjoy!
Should You Renovate or Move Right Now?
Things that were once easy have become more complicated and time consuming, especially when it pertains to financial decisions. Deciding whether to renovate your home or move into a new one in the midst of this global pandemic for one, comes with added stressors.
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.
