Wealth Advisor, CFP® ADPA ®
Aaron is a CERTIFIED FINANCIAL PLANNER™ who came to us from U.S. Bancorp, where he worked for seven years as a financial specialist. He has been with Merriman since 2005 and has over 20 years of experience in delivering counsel and peace of mind to clients. He graduated from the University of Washington with two bachelor’s degrees: one in economics and one in Germanics.
Aaron lives in Duvall, Washington and enjoys playing tennis, working in his yard, traveling, and spending time with friends. He has a high fluency in German and is a LEGO enthusiast, and has been passionate about both interests since childhood.
Medicare Income-Related Monthly Adjustment Amount (IRMAA) Surcharge – What Does It Mean, What Can I Do, and How?
The first question on many retirees’ minds is how to pay for expensive healthcare costs and health insurance when you’re no longer covered by the employer plan you relied on throughout your career. Let’s explore Medicare premiums and an important potential speedbump known as IRMAA.
Tax adjustments happen every year, but this provides an excellent opportunity to review and plan for a better personal tax situation for 2023. Let’s take a look at the changes!
Tired of the gray skies and rain? Have you considered being a snowbird? Once a term associated with retired, older adults who really feel the sting of a brisk winter, these days the life of a snowbird can be just as appealing to younger people, especially those with flexible career options.