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.
Is It Time to Hire a Financial Advisor? | 5 situations when the answer could be yes
If you find yourself in any of these situations, you should consider hiring a financial advisor.
What Questions Do I Need to Ask a Seller Before Buying a Home?
No matter how confident you are that the house you’re about to buy is the perfect one for you, it’s always wise to ask as many questions of the seller as possible to make sure you’re getting exactly what you paid for, without any nasty surprises. Here are some vital questions to ask!
The SECURE Act: Important Estate Planning Considerations
I set up a trust to protect this money for my children after I pass. What impact will the SECURE Act have on this?
2020 Year-End Tax Moves
Here are six moves to consider making before the end of the year to potentially lower your taxes both this year and in years to come.
