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.
What Are Your Financial New Year & New Decade Resolutions?
It’s the start of a new year, a new decade even. As you think about the year ahead, what resolutions or intentions are you setting in your financial life?
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Dementia – An Unpleasant Topic Everyone Should Plan For
The idea of losing ourselves to dementia is a distressing prospect that people often don’t like to consider, let alone plan for. Being prepared can reduce some stress during an already very difficult time.
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When Your Will Isn’t Enough
End of life matters aren’t something we generally want to discuss, but doing so can greatly ease the stress of your loved ones during a difficult time. Use this checklist to state your intentions!
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How You Can Leave A Lasting & Meaningful Legacy
Working with hundreds of clients over the years, I have discovered a pattern: many people want to help through philanthropic gifting or volunteerism, but they have a hard time deciding whether to give time or money, and how they should do it. If you have considered giving money or time, find out how to get started here.
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