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Medicare Open Enrollment is here!
It’s no secret that Medicare can be confusing. Open enrollment is now through December 7th – find out how you could save thousands with this quick flowchart guide!
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Think Twice Before Moving Into Your Rental To Avoid Taxes
You may have heard that you can move back into your rental for two years to avoid paying capital gains taxes when you sell. It’s a common misconception – find out what the rules really say.
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Employee Spotlight | Brian Woodward
Learn a bit about Merriman employees – what we do, why we’re here and what we enjoy!
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Why Advisors Need Advisors
Have you ever heard the proverb about the cobbler’s children? It essentially states that the cobbler’s children, although surrounded by well-made shoes, have the most worn out shoes. Or that doctors are the worst patients? The same can be said for wealth advisors.
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Lifestyle Drift
Have you ever thought if you only made more, you would be able to save more? Most of us have, and then we spend more.
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Client Service Account Specialists – Who are we and what do we do?
Each part of the wealth management process presents potential challenges. Merriman helps solve these challenges with the help of a professional team of advisors, researchers, and operations staff, with the client services department acting as the glue that holds it all together.
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Employee Spotlight | Rodney Gonzales
Learn a bit about Merriman employees – what we do, why we’re here and what we enjoy!
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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.
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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.
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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.
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Employee Spotlight | Eric Jonson
Learn a bit about Merriman employees – what we do, why we’re here and what we enjoy!
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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.
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