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.
You’ve Decided to Donate – Now What?
There are more than one and a half million nonprofits in the U.S. and ten million worldwide. No wonder the process of deciding where you want to donate can be overwhelming! Whether you are donating for the first time, consolidating donations, or considering making a large gift: Begin by reflecting on your motivation for giving. Continue reading to learn how you can maximize the impact of your donation.
Supreme Court Upholds Washington State Capital Gains Tax – What You Need To Know
On March 24, 2023, the Washington State Supreme Court ruled in favor of a state capital gains tax, which was originally passed in 2021 to take effect starting January 1, 2022. The state will continue as planned and collect the tax due for tax year 2022, leaving just a few short weeks to file a return and pay the tax (the federal tax return filing deadline lands on April 18 this year). With the clouds of uncertainty dispersed, it’s important for Washington residents to understand what is at play.
April is Financial Literacy Month
Since April is Financial Literacy Month, Wealth Advisor Alan Hensley shares some personal and professional stories highlighting how Merriman empowers our clients to live fully by providing peace of mind in their financial lives.
You’ve Decided to Donate – Now What?
There are more than one and a half million nonprofits in the U.S. and ten million worldwide. No wonder the process of deciding where you want to donate can be overwhelming! Whether you are donating for the first time, consolidating donations, or considering making a large gift: Begin by reflecting on your motivation for giving. Continue reading to learn how you can maximize the impact of your donation.
