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.
My Journey to Sustainable Investing | An Advisor’s Perspective
Follow an advisor’s personal journey to sustainable investing and learn more about Merriman’s new values-based portfolio.
What Women Need to Know About Working with Financial Advisors | Tip #4
I was recently reminded of a troubling statistic: Two-thirds of women do not trust their advisors. This is troubling, largely because it’s so preventable. Check out these tips all women should be aware of to improve this relationship and strengthen their financial futures.
The SECURE Act: Important Estate Planning Considerations
I set up a trust to protect this money for my children after I pass. What impact will the SECURE Act have on this?
2020 Year-End Tax Moves
Here are six moves to consider making before the end of the year to potentially lower your taxes both this year and in years to come.
