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Medicare Income-Related Monthly Adjustment Amount (IRMAA) Surcharge – What Does It Mean, What Can I Do, and How?
The first question on many retirees’ minds is how to pay for expensive healthcare costs and health insurance when you’re no longer covered by the employer plan you relied on throughout your career. Let’s explore Medicare premiums and an important potential speedbump known as IRMAA.
Quarter in Review: Q4 2022 Market Update
Q4 2022 Market Update from Merriman CIO, Kristi de Grys
Take Advantage of New Tax Adjustments in Planning for 2023!
Tax adjustments happen every year, but this provides an excellent opportunity to review and plan for a better personal tax situation for 2023. Let’s take a look at the changes!
The Appeal of Becoming a Snowbird
Tired of the gray skies and rain? Have you considered being a snowbird? Once a term associated with retired, older adults who really feel the sting of a brisk winter, these days the life of a snowbird can be just as appealing to younger people, especially those with flexible career options.
Merriman clients sure do know how to live fully!
We are so delighted to share some amazing visual stories of our client families LIVING FULLY! We asked you to share and you answered – with wonderful images of you living your dreams.
Financial Football – Who’s on Your Team?
Wealth Advisor, Frank McLaughlin can’t help but notice the parallels between the Seahawks and the financial markets in 2022. So, as we are currently in the midst of a difficult season, how do we put together the right team to win you a super bowl trophy (or at least help you achieve your goals)?
Making Your Dream of Long-term Travel a Reality
Think that you can’t travel or go on your dream vacation before you retire? With some intentional planning there’s no need to wait for these rewarding experiences, whatever your dream might be.
The Scary Thing About Getting Married…
In the spirit of Halloween, I want to share something I did earlier this year that scared the candy corn out of me, something that made my stomach flip like stepping off a cliff ledge…I got married. Jokes aside, after the streamers come down and the wedding party goes home, you and your partner are officially married. I distinctly remember thinking to myself, “Ok, now what?” It turns out I wasn’t alone in asking this question.
8 Helpful Tips for Deciding Which Animal Rescues to Support This Year
There are so many animal welfare charities out there, all doing great work saving, helping, and re-homing pets, and all asking for your support. But how do you decide which ones will really value and make good use of your money? Learn useful tips for selecting the best animal welfare groups for you.
Minimizing Lifetime Taxes with Roth Conversions in Early Retirement
Moving into retirement is an exciting opportunity to live fully. For many, this period at the start of retirement can also be an opportunity to provide additional financial security—and minimize lifetime taxes—by making partial Roth conversions.
Guilt-Free Spending
Whether you are a busy professional struggling to figure out why you don’t have more money at the end of every month or you are already retired and unsure how to balance your personal spending with other goals, there is a strategy that can help you feel more in control of your money without having to budget.
Should You Have a Budget?
Join Wealth Advisor, Mike Ersser on a journey to discover budgeting types so you can determine the approach that makes the most sense for you!
