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.

Name*
First Last
Email*
Please write your question here*
Authentication

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.

The 5 Biggest Financial Planning Mistakes Made by Tech Professionals | Mistake #3

Apr 20, 2021

Through my own experience as a tech employee and my experiences now as an advisor working with tech professionals, I’ve identified some of the biggest financial planning mistakes that can hold the tech community back from achieving financial independence and success.

The 5 Biggest Financial Planning Mistakes Made by Tech Professionals | Mistake #5

May 25, 2021

Summer Jobs and Loving Grandparents

Jul 6, 2021

When their grandchildren get older, my clients will often pose the question of how to help them out without just giving them money directly.

2020 Year-End Tax Moves

Nov 24, 2020

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.

Make sure your professional team is working hard for you.

Schedule a meeting

What Women Need Know About Working with Financial Advisors | Tip #3

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.