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Wellness as a Financial Strategy

Wellness as a Financial Strategy

Taking control of your physical and mental health can help reduce your healthcare costs over the long-term, allowing you to use your retirement savings on other things you value.

Getting Smart with Your 2020 Benefits Enrollment

Getting Smart with Your 2020 Benefits Enrollment

What could be the cost of ignorance? For some mistakes it could be a couple of dollars; for others, it could run into hundreds or thousands of dollars every year. Not paying attention to your enrollment benefits falls under the latter.

Medicare Open Enrollment is here!

Medicare Open Enrollment is here!

It’s no secret that Medicare can be confusing. Open enrollment is now through December 7th – find out how you could save thousands with this quick flowchart guide!

Do I Need to Buy a Home to Be Successful?!

Do I Need to Buy a Home to Be Successful?!

While many people think the path to financial success is through home ownership that isn’t necessarily the case. Read the article to learn more about why renting vs buying isn’t always a clear-cut decision, to help you determine what’s best for you.

How to Determine When You Need Trip Insurance

How to Determine When You Need Trip Insurance

A lot goes into planning a trip, whether you’re visiting family for the holidays or taking a once in a lifetime trip! Check out our tips on how to determine if you should consider trip insurance.

Merriman’s Guide to Social Security and Medicare

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.

What To Do if Your Home is Broken Into

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.