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What Pandemics Can Teach Us About Personal Finance

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What Pandemics Can Teach Us About Personal Finance

Here are some ways to strategize and plan in the time of a pandemic.

What to Do When the Pandemic Forces an Early Retirement

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What to Do When the Pandemic Forces an Early Retirement

Because of the pandemic, many companies are trying to rapidly reduce their workforce. What should you do when you find yourself unexpectedly retired—whether voluntarily or not?

Psychology of Investing

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Psychology of Investing

Investing involves so much more than models and spreadsheets. It is an art rather than a science that involves humans interacting with each other. At its core, investing is a study of how we behave.

Employee Spotlight | Lowell Parker

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Employee Spotlight | Lowell Parker

Learn a bit about Merriman employees – what we do, why we’re here and what we enjoy!

Should You Renovate or Move Right Now?

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Should You Renovate or Move Right Now?

Things that were once easy have become more complicated and time consuming, especially when it pertains to financial decisions. Deciding whether to renovate your home or move into a new one in the midst of this global pandemic for one, comes with added stressors.

Reason #9 Why Clients Hire Merriman: Family Continuity

<img src="data:image/svg+xml,%3Csvg%20xmlns='http://www.w3.org/2000/svg'%20viewBox='0%200%20400%20250'%3E%3C/svg%3E" alt='Reason #9 Why Clients Hire Merriman: Family Continuity' width='400' height='250' data-lazy-src="https://www.merriman.com/wp-content/uploads/family-on-beach-path-400x250.jpg" />

<img alt='Reason #9 Why Clients Hire Merriman: Family Continuity' width='400' height='250' data-src="https://www.merriman.com/wp-content/uploads/family-on-beach-path-400x250.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img src="https://www.merriman.com/wp-content/uploads/family-on-beach-path-400x250.jpg" alt='Reason #9 Why Clients Hire Merriman: Family Continuity' width='400' height='250' />

Reason #9 Why Clients Hire Merriman: Family Continuity

Life is unpredictable. We help you make a plan so you know your family will be taken care of…and that’s why our clients love us.

How to Optimize Your Accounts After The SECURE Act

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How to Optimize Your Accounts After The SECURE Act

In light of the SECURE Act, should I convert my IRA to a Roth IRA, and if so, how much of it should I convert?

Should I Take the Boeing Voluntary Layoff (VLO)

<img src="data:image/svg+xml,%3Csvg%20xmlns='http://www.w3.org/2000/svg'%20viewBox='0%200%20400%20250'%3E%3C/svg%3E" alt='Should I Take the Boeing Voluntary Layoff (VLO)' width='400' height='250' data-lazy-src="https://www.merriman.com/wp-content/uploads/airplane-400x250.jpg" />

<img alt='Should I Take the Boeing Voluntary Layoff (VLO)' width='400' height='250' data-src="https://www.merriman.com/wp-content/uploads/airplane-400x250.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img src="https://www.merriman.com/wp-content/uploads/airplane-400x250.jpg" alt='Should I Take the Boeing Voluntary Layoff (VLO)' width='400' height='250' />

Should I Take the Boeing Voluntary Layoff (VLO)

Many people may be considering the Boeing Voluntary Layoff (VLO) offer but are unclear what retiring now would mean for their future lifestyle. This is a major decision to make in a short amount of time, and there are many factors to consider.

Cybersecurity and COVID-19 Scams

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Cybersecurity and COVID-19 Scams

As if there isn’t enough to be cautious about lately…now is the time to practice safe Internet habits and beware of cyber scams.

Webinar | The Fragility of Retirement in the Coronavirus Era

<img src="data:image/svg+xml,%3Csvg%20xmlns='http://www.w3.org/2000/svg'%20viewBox='0%200%20400%20250'%3E%3C/svg%3E" alt='Webinar | The Fragility of Retirement in the Coronavirus Era' width='400' height='250' data-lazy-src="https://www.merriman.com/wp-content/uploads/ARF-retirement-domino-fall-FB-ad-2-Smaller-400x250.jpg" />

<img alt='Webinar | The Fragility of Retirement in the Coronavirus Era' width='400' height='250' data-src="https://www.merriman.com/wp-content/uploads/ARF-retirement-domino-fall-FB-ad-2-Smaller-400x250.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img src="https://www.merriman.com/wp-content/uploads/ARF-retirement-domino-fall-FB-ad-2-Smaller-400x250.jpg" alt='Webinar | The Fragility of Retirement in the Coronavirus Era' width='400' height='250' />

Webinar | The Fragility of Retirement in the Coronavirus Era

We have also been hearing lots of questions from clients, prospects, friends, and family.

Should I sell all of my stocks now? Should I go to cash? Should I use all the cash I have to buy in? Should I file for Social Security earlier than planned? How will I pay for a hospital stay if I need one?

If you are worried about some of these things too, then click to learn more.

Employee Spotlight | Matt Mathiesen

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Employee Spotlight | Matt Mathiesen

Learn a bit about Merriman employees – what we do, why we’re here and what we enjoy!

How does the CARES Act impact me?

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How does the CARES Act impact me?

Curious about what’s contained in the new almost 900-page CARES Act legislation? Here’s a snapshot of some sections that will have the biggest impact for individual taxpayers.

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Reason #9 Why Clients Hire Merriman: Family Continuity

<img src="data:image/svg+xml,%3Csvg%20xmlns='http://www.w3.org/2000/svg'%20viewBox='0%200%20400%20250'%3E%3C/svg%3E" alt='Reason #9 Why Clients Hire Merriman: Family Continuity' width='400' height='250' data-lazy-src="https://www.merriman.com/wp-content/uploads/family-on-beach-path-400x250.jpg" />

<img alt='Reason #9 Why Clients Hire Merriman: Family Continuity' width='400' height='250' data-src="https://www.merriman.com/wp-content/uploads/family-on-beach-path-400x250.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img src="https://www.merriman.com/wp-content/uploads/family-on-beach-path-400x250.jpg" alt='Reason #9 Why Clients Hire Merriman: Family Continuity' width='400' height='250' />

Reason #9 Why Clients Hire Merriman: Family Continuity

Life is unpredictable. We help you make a plan so you know your family will be taken care of…and that’s why our clients love us.

Should I Take the Boeing Voluntary Layoff (VLO)

<img src="data:image/svg+xml,%3Csvg%20xmlns='http://www.w3.org/2000/svg'%20viewBox='0%200%20400%20250'%3E%3C/svg%3E" alt='Should I Take the Boeing Voluntary Layoff (VLO)' width='400' height='250' data-lazy-src="https://www.merriman.com/wp-content/uploads/airplane-400x250.jpg" />

<img alt='Should I Take the Boeing Voluntary Layoff (VLO)' width='400' height='250' data-src="https://www.merriman.com/wp-content/uploads/airplane-400x250.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img src="https://www.merriman.com/wp-content/uploads/airplane-400x250.jpg" alt='Should I Take the Boeing Voluntary Layoff (VLO)' width='400' height='250' />

Should I Take the Boeing Voluntary Layoff (VLO)

Many people may be considering the Boeing Voluntary Layoff (VLO) offer but are unclear what retiring now would mean for their future lifestyle. This is a major decision to make in a short amount of time, and there are many factors to consider.

Webinar | The Fragility of Retirement in the Coronavirus Era

<img src="data:image/svg+xml,%3Csvg%20xmlns='http://www.w3.org/2000/svg'%20viewBox='0%200%20400%20250'%3E%3C/svg%3E" alt='Webinar | The Fragility of Retirement in the Coronavirus Era' width='400' height='250' data-lazy-src="https://www.merriman.com/wp-content/uploads/ARF-retirement-domino-fall-FB-ad-2-Smaller-400x250.jpg" />

<img alt='Webinar | The Fragility of Retirement in the Coronavirus Era' width='400' height='250' data-src="https://www.merriman.com/wp-content/uploads/ARF-retirement-domino-fall-FB-ad-2-Smaller-400x250.jpg" class="lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img src="https://www.merriman.com/wp-content/uploads/ARF-retirement-domino-fall-FB-ad-2-Smaller-400x250.jpg" alt='Webinar | The Fragility of Retirement in the Coronavirus Era' width='400' height='250' />

Webinar | The Fragility of Retirement in the Coronavirus Era

We have also been hearing lots of questions from clients, prospects, friends, and family.

Should I sell all of my stocks now? Should I go to cash? Should I use all the cash I have to buy in? Should I file for Social Security earlier than planned? How will I pay for a hospital stay if I need one?

If you are worried about some of these things too, then click to learn more.

Reason #8 Why Clients Hire Merriman: We Hold You Accountable

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Reason #8 Why Clients Hire Merriman: We Hold You Accountable

Do you have those things you know you should do but always find distractions to not complete them? We help hold our clients accountable…and that’s why our clients love us.

Reason #7 Why Clients Hire Merriman: We’re Encouraging

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Reason #7 Why Clients Hire Merriman: We’re Encouraging

In the same way a personal trainer helps you get into shape, we encourage and motivate our clients to work towards their financial goals…and that’s why our clients love us.

Reason #6 Why Clients Hire Merriman: We Offload the Tougher Tasks

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Reason #6 Why Clients Hire Merriman: We Offload the Tougher Tasks

Ever wish there was someone who liked tackling the things you enjoy least? At Merriman, we do just that. We shrink your financial to-do list…and that’s why our clients love us!

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