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Here are some of the latest blog posts from Merriman:

Medicare Income-Related Monthly Adjustment Amount (IRMAA) Surcharge – What Does It Mean, What Can I Do, and How?

The first question on many retirees’ minds is how to pay for expensive healthcare costs and health insurance when you’re no longer covered by the employer plan you relied on throughout your career. Let’s explore Medicare premiums and an important potential speedbump known as IRMAA.

Quarter in Review: Q4 2022 Market Update

Q4 2022 Market Update from Merriman CIO, Kristi de Grys

Take Advantage of New Tax Adjustments in Planning for 2023!

Tax adjustments happen every year, but this provides an excellent opportunity to review and plan for a better personal tax situation for 2023. Let’s take a look at the changes!

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Aimee Butler & Chris Waclawik Promoted to Principals

Merriman Wealth Management, LLC, an independent wealth management firm with over $3.5 billion in assets under management, is pleased to announce the promotion of two new principals – Wealth Advisors Aimee Butler, CFP®, and Chris Waclawik, AFC®, CFP®.

Geoff Curran and Paige Lee Added to Merriman’s Investment Committee

Merriman Wealth Management, LLC, an independent wealth management firm with over $3.6 billion in assets under management, is pleased to announce the additions of Geoffrey Curran, CPA/ABV, CFA, CFP® and Paige Lee, CFA, CFP®, CSRICTM to the firm’s investment committee.

Merriman Wealth Management, LLC, Opens New Office in Bellevue, Moves Seattle Location

Wealth management firm Merriman is opening a new office in Bellevue as part of its strategic growth plan.

10 Reasons Why Clients Hire Us

Over the past few years, we’ve been asking our clients—to hear it in their own words—about the value they gain from working with us. Check out these top ten reasons why clients hire us.

What Women Need to Know When Working With a Financial Advisor | 5 Tips

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.

How to Report Your 2020 RMD Rollover on Your Tax Return

One of the provisions of the CARES Act was a suspension of 2020 Required Minimum Distributions (RMDs). For individuals who took a distribution early in 2020, they were given the opportunity to “undo” part or all of that distribution by returning funds to their IRA by August 31, 2020. Learn more about the tax reporting.

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