The Importance of Having an Emergency Fund

The Importance of Having an Emergency Fund

Life can throw you curveballs and if you aren’t prepared financially, these curveballs can turn into major problems. That’s why it’s so important to have a savings buffer, also called an emergency fund. An emergency fund is a cash account that you keep separate for life’s unexpected events. It can help prevent additional stress when these events occur. (more…)

6 Tips for a Powerful Financial & Fitness Year

6 Tips for a Powerful Financial & Fitness Year

Co-written with Dan Kleckner, Co-Owner of Kutting Edge Fitness

 

Merriman’s Finance Tips

Tip #1 – Build up at least three months’ worth of emergency cash

When you have unexpected expenses, like those associated with a job loss or a major house repair, an emergency fund can help fill the gap so you don’t have to turn to credit cards or withdraw from a retirement account. Holding three months’ worth of expenses in an emergency fund at the bank is a good start. You should increase this fund over time as your income and living expenses grow. (more…)

In a Relationship? Have You Discussed These Topics?

In a Relationship? Have You Discussed These Topics?

Getting married can be one of the happiest moments in a person’s life. I know this firsthand as my wedding was just a few months ago and the word incredible would be an understatement. But to go along with all the great times, there are also important, sometimes difficult changes that two individuals must make when they get married. As a Wealth Advisor, I’ve seen the tension and distrust that money can bring if couples aren’t on the same page. I want to equip you and your significant other with questions and considerations to set you up for a long, happy life together. (more…)

How Your Health Leads to Your Wealth

How Your Health Leads to Your Wealth

I started playing sports as soon as I could walk. The companionship, competitiveness and fun all lit a fire in me. That fire sports gave me has now turned into a passion for truly understanding exercise, health, and the relationship between them. I’ve been a lifelong student of learning how working out and eating right can affect performance, motivation and productivity. Not just in sports, but in my life in general. Another blessing was the fact that I had parents who attended every single game I played in. I got to witness firsthand the joy that putting family first can bring. However, I also witnessed how difficult it is to balance family, careers, goals and money without proper guidance. This is what led me to becoming a financial advisor – to help people achieve that balance and enable them to focus on what’s important to them, like family. (more…)

A New Resource for Amazon Employees

A New Resource for Amazon Employees

Do you work for Amazon, or are you considering a career at Amazon?


Navigating the different benefit options can feel overwhelming. That’s why Merriman has created a new resource for Amazonians that has everything you need to know about what’s available to you.

You can find tips and advice on how to get the most out of Amazon’s 401(k), learn about health insurance options and guidance on how to handle the Amazon restricted stock units. We encourage you to take a look and if you have any questions or if you want to discuss in detail how Merriman can help put together a personalized plan, please feel free to reach out.