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My Spouse Wants a Divorce, Now What?

Divorce is scary. Having a team and helpful tools will make the process easier. You’re not alone.

Financial Exploitation: Today’s Rising Invisible Crime

Have you ever been interrupted during something important by a phone call from an unknown number within your area code? You answer only to hear “Congratulations! You have won a free cruise to the Caribbean”. Unfortunately, attempts to steal your personal information and money can take on many, less obvious forms than this.

Employee Spotlight | Eric Jonson

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

The Ins and Outs of Deferred Compensation Plans

It’s important to consider every option for saving on taxes and setting aside a larger nest egg for retirement. Contributing to the usual bevy of IRAs and 401(k) might not be enough to see you through your golden years.

Mega Backdoor Roth Explained!

Everyone thinks about saving for retirement, and not many people want to work forever. However, have you thought about the best way to save for the future? If you are setting aside the yearly max in your 401(k) and channeling extra savings to your brokerage, you might be missing out on powerful tax-advantaged saving opportunities.

Gift Card Scams & Stolen Emails

Holidays and long weekends are a popular time for email scammers to strike. Read these tips to stay safe!

Employee Spotlight | Tyler Bartlett

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

Merriman Included in Top 300 RIAs by Financial Times

We are excited to announce that Merriman Wealth Management was recognized as one of the Top 300 Registered Investment Advisors (RIAs) in 2019 by Financial Times!

How to report a backdoor Roth IRA contribution on your taxes

Backdoor Roth IRA contributions are great tools for high earners to take advantage of Roth IRAs even after passing the income limits for standard contributions, and the steps for making backdoor Roth IRA contributions are pretty simple.

Maximizing Credit Card Rewards for Your Next Getaway

Many travelers use travel credit cards so they can get the most perks on their vacations. So which card should you choose? This seemingly complicated decision can be made simple with the right decision-making criteria in place.

Restricted Stock Units (RSUs)

What are Restricted Stock Units (RSUs)?

Using RSUs for Monthly Cash Flow

Do you know how to manage your RSUs, bonus and salary to cover your regular spending? It may be time to review how to strategize with income buckets and minimize taxes to strengthen your financial life.

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