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.
The Ultimate Guide to 401k Rollovers
Everyone switches jobs, and in the hustle and bustle of getting set up with a new company, the previous company’s 401(k) plan is left to its own devices with the assumption that it’ll continue to grow in value. But at what cost?
Let’s Talk About Passwords and Password Managers
In today’s world, password security is part of our financial security. One of the ways you can protect yourself is by getting a handle on your system for passwords and how you store them.
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.
