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.
Fall Items to Check Off Your List
With fall right around the corner, take the time to revisit your retirement accounts, eligible tax deductions, beneficiary designations, and employer benefits to ensure that you’re set up for the start of next year.
The 5 Biggest Financial Planning Mistakes Made by Tech Professionals | Mistake #5
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.
Filling the Various Estate Planning Roles
Not sure where to begin with estate planning? Start by learning about the various roles you need to fulfill.
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.
