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Top Financial Tips for Property Investors
Are there secrets to profitable real estate investing that new investors need to know? Yes, there are! Get started with these top 7 important tips.
The SECURE Act: Important Estate Planning Considerations
I set up a trust to protect this money for my children after I pass. What impact will the SECURE Act have on this?
Geoffrey Curran Promoted to Principal
We are pleased to announce the promotion of Geoffrey Curran, CPA/ABV, CFA, CFP® to principal of Merriman Wealth Management.
How to Help Your Adult Children Who Are Struggling Financially
COVID-19 has impacted jobs across all sectors. If you’re considering helping out your children who have been impacted, check out these suggestions.
Reason #10 Why Clients Hire Merriman: Someone Else to Blame
During stressful times having a third-party to lay blame on can help ease relationship tensions…and that’s why our clients love us.
How to Circumvent the Demise of the Stretch: Strategies to Provide for Beneficiaries Beyond the 10-year Rule
With the new SECURE Act legislation, the stretch has been eliminated for IRAs. Are there other options for my beneficiary to receive the income over a period longer than 10 years?
New IRS Rollover Relief Update for Required Minimum Distributions (RMD)
On June 23, 2020 the IRS announced additional relief relating to Required Minimum Distributions (RMD), allowing you to return RMD funds withdrawn after January 1, 2020. Learn more about this announcement.
Employee Spotlight | Erick Aguayo
Learn a bit about Merriman employees – what we do, why we’re here and what we enjoy!
Crafting A Family Legacy Letter
Here are some ideas on how to craft a Family Legacy Letter to share your life story, personal values, beliefs, and advice for future generations.
Must-Know Changes for Your Estate Plan After the SECURE Act
With the new SECURE Act in place, who should consider changes to their estate plan?
Getting Creative with Financial Literacy
In this day and age, the idea of teaching your child how to balance a checkbook is outdated. The next generation will live in an entirely digital world. Check out these creative tips to make financial literacy fun!
What Pandemics Can Teach Us About Personal Finance
Here are some ways to strategize and plan in the time of a pandemic.
