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.
Home Repairs: DIY vs Hired Work
As the summer kicks off, you may be planning some home improvements. Before taking the plunge, consider these pro’s and con’s of DIY versus hiring a professional.
Spring Document Cleaning
It’s time for some spring cleaning—and this spring’s focus is paperwork. Wealth Advisor, Danielle Brandli, CFP®, shares some tips on how to minimize the number of documents you need to keep and maintain.
Financial Planning Items to Consider When Your Child Turns 18
Turning 18 is a big milestone! There are some financial planning items you should be thinking about when supporting your now adult child to set you both up for success.
Employee Spotlight | Washington Trail Association Volunteering
At Merriman we love giving back to our communities, whether that be in charitable donation matching dollars or using our individual allotment of volunteer hours. And in some instances, it also allows a group of us to enjoy a volunteer experience together.
