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  • 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.

Please note: If you are a client of Merriman, do not use this form for any communications about your account. Any communication of that nature will not get to the proper person if it is submitted here.

Guilt-Free Spending

Guilt-Free Spending

Whether you are a busy professional struggling to figure out why you don’t have more money at the end of every month or you are already retired and unsure how to balance your personal spending with other goals, there is a strategy that can help you feel more in control of your money without having to budget.

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Security Tips When Choosing a New Home

Security Tips When Choosing a New Home

Property crime is much more rampant in the US than violent crime. Here are some of the top security investments you can make when moving to a new residence and the best security features to look for in a new house.

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Charitable Giving