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.
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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Not All Prepaid Funeral Arrangements Are the Same
Not all prepaid funeral arrangements are the same. Some options that seem to be good end up being bad decisions. Here are some questions to consider when evaluating prepaid funeral options.
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How to Give to Your Favorite Causes AND Reduce Your Tax Bill for 2018
With the doubling of the standard deduction from the recent tax reform, the tax benefit of such gifts has been reduced or eliminated as most households won’t have enough deductions to itemize. By having a plan, we can work to reduce your tax bill, while still giving to your favorite causes.
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