question_markDo 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.

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.

Bringing Your International Earnings Home

Do you have income earned abroad that you need to bring home? Whether exchanging U.S. dollars into a foreign currency or converting a foreign currency to the U.S. dollar, there are risks and costs associated with this money movement. Here’s how to make the most of it.

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Protect Your Identity Before It’s Too Late

It seems like data breaches are happening every day, and households are left scrambling to protect themselves. Here are some things you can do before the next data breach to make sure you’re protected.

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Charitable Giving

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