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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.
I set up a trust to protect this money for my children after I pass. What impact will the SECURE Act have on this?
We are pleased to announce the promotion of Geoffrey Curran, CPA/ABV, CFA, CFP® to principal of Merriman Wealth Management.
COVID-19 has impacted jobs across all sectors. If you’re considering helping out your children who have been impacted, check out these suggestions.
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?
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the IRS announced additional relief relating to Required Minimum Distributions (RMD), allowing you to return RMD funds withdrawn after January 1, 2020.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.
Learn a bit about Merriman employees – what we do, why we’re here and what we enjoy!
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.
With the new SECURE Act in place, who should consider changes to their estate plan?
In this day and age, the idea of teaching your child how to balance a checkbook is outdated.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!
Here are some ways to strategize and plan in the time of a pandemic.