ASK MERRIMAN
Do you have questions about:
- Retirement planning?
- Investment selection?
- Social Security?
- Insurance Planning?
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.
Overcoming Financial Fears
As a financial advisor, I have learned over the years that often last-minute cancelations or procrastination in meeting with a professional is often driven by fear. It’s time to overcome that fear and work towards your financial goals.
The 5 Biggest Financial Planning Mistakes Made by Tech Professionals | Recap
Through my own experience as a tech employee and my experiences now as an advisor working with tech professionals, I’ve identified some of the biggest financial planning mistakes that can hold the tech community back from achieving financial independence and success.
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.
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.
