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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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What JJ Watt Teaches us About Philanthropy

Football season is an exciting time of year for many of us here at Merriman. This week we take a look at the work JJ Watt, defensive end for the Houston Texans, has accomplished off the field. From funding for after-school sports programs, to raising millions for Hurricane Harvey relief, Watt is quite the inspiration.

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Merriman’s Guide to Social Security and Medicare

An important part of helping clients achieve their financial goals is helping them navigate questions and decisions around Social Security and Medicare. Whether it’s deciding when to start Social Security or applying for supplemental Medicare coverage, these decisions have a big impact on your financial situation and wellbeing. This book covers the ins and outs of these complex topics.

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Merriman’s Take | Emotions of Investing

Everybody wants to follow the old adage “buy low and sell high,” right? Our own emotions often keep us from doing just that, and hinder us from achieving investment goals. Fortunately, there’s a way to avoid this pitfall!

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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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What To Do if Your Home is Broken Into

Have you ever returned home to find that your house was broken into? This article shares a first-hand experience about steps to take if you discover a break-in and ways to improve your home security and insurance coverage.

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Start Small, Dream Big

After his diagnosis with ALS, former New Orleans Saints safety Steve Gleason committed to helping other ALS patients realize their dreams and live full lives. Learn more about his foundation’s work with a look at how the Merriman team has pitched in too.

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Merriman’s Take | Specialized & REITs

While the bulk of the investments we recommend are either stocks or bonds, we do recommend a few assets that don’t fall into either of those categories. These specialized investments are: reinsurance, alternative lending, & real estate.

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#goals

Want a new car, a second home and to pay off your debt? Read Wealth Advisor Aimee Butler’s article to learn how to prioritize your goals!

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Hiring an Advisor? Watch this first.