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Use the form below to submit your question on these or any other topic relating to your financial life, and you’ll receive a personalized response from a member of our team.
In the meantime, check out our latest blog posts below and don’t forget to subscribe for education on various financial planning topics.
Let’s Talk About Living with Student Loans
With a lot of chatter in the news about student loans, the questions you should be asking yourself are how do you save for the future, pay down your debt, and live fully?
Spring Document Cleaning
It’s time for some spring cleaning—and this spring’s focus is paperwork. Wealth Advisor, Danielle Brandli, CFP®, shares some tips on how to minimize the number of documents you need to keep and maintain.
Why Cash Isn’t Always The Best Donation
With the holiday giving season quickly approaching, review these options that can save you on taxes and allow you to direct more dollars to the non-profit close to your heart.
Employee Spotlight | Washington Trail Association Volunteering
At Merriman we love giving back to our communities, whether that be in charitable donation matching dollars or using our individual allotment of volunteer hours. And in some instances, it also allows a group of us to enjoy a volunteer experience together.
