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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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Employee Spotlight | Chris Waclawik
Learn a bit about Merriman employees – what we do, why we’re here and what we enjoy!
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Debt Repayment: Alleviate your money from its obligation to the past
Debt Repayment: The most important step is the first step.
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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.
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Lessons From The Lost Decade (2000-2009)
“Past performance is no guarantee of future results” is a required compliance disclosure used by money managers when reporting performance. Unfortunately, it is truer in the world of investments than almost anywhere else.
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Employee Spotlight | Geoff Curran
Learn a bit about Merriman employees – what we do, why we’re here and what we enjoy!
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Should I Rent Out My Home on Airbnb?
Have you ever considered renting your home out on AirBnB? There are many factors to consider before you jump into the vacation rental industry.
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Level up Your Finances: How to Prioritize Saving, Investing, & Paying Off Student Loans
Tackling savings priorities like establishing an emergency fund, contributing to employer retirement plans, and paying off debt is essential for building a foundation for the future. Debt like student loans can feel insurmountable, but eliminating those big college IOUs is all about having the right mindset and a solid strategy.
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What is a CDFA®?
Divorce is stressful and impacts the financial futures of those involved. Find out how a CDFA® can help alleviate the financial stressors in this article.
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Employee Spotlight | Mallory Braun
Learn a bit about Merriman employees – what we do, why we’re here and what we enjoy!
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Financial Blind Spots Quiz
Most people have financial blind spots – things they aren’t aware that they should be doing differently to improve their financial picture. We can’t fix problems we don’t know about, so we created a short quiz to help you identify your blind spots.
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Lease vs Buy: What’s the Best Option?
With the spring season knocking on the door, are you making plans to enjoy the Pacific Northwest? Consider the value of leasing vs buying to stretch your hard-earned dollars. Read this article to learn more about where to start when facing a lease or buy decision.
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