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I’m Planning to Leave Assets to Charity – How Does the SECURE Act Change That?
In my estate plan, I’m planning to leave some of my assets to charity. What should I be mindful of with the passage of the SECURE Act?
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Reason #7 Why Clients Hire Merriman: We’re Encouraging
In the same way a personal trainer helps you get into shape, we encourage and motivate our clients to work towards their financial goals…and that’s why our clients love us.
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Should I Do a Roth Conversion?
The answer is “maybe.” Unfortunately, there isn’t a simple rule of thumb that applies to everyone, but here are the most common reasons you might want to do a Roth conversion.
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Employee Spotlight | Jeff Barnett
Learn a bit about Merriman employees – what we do, why we’re here and what we enjoy!
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The Coronavirus & Market Movements
Capital markets react in real time to aggregate predictions of the future and, on average, price in an overly pessimistic view compared to the ultimate outcome. Currently, there is growing fear of a large drop off in global business activity due to the spread of COVD-19 outside of China.
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Things to Remember Around Tax Time if You’ve Made a Qualified Charitable Distribution
If you gave part or all of your required minimum distribution directly to a charity through making a QCD (qualified charitable distribution), here are some tips to make sure you’re reporting it correctly on your taxes.
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Reason #6 Why Clients Hire Merriman: We Offload the Tougher Tasks
Ever wish there was someone who liked tackling the things you enjoy least? At Merriman, we do just that. We shrink your financial to-do list…and that’s why our clients love us!
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Reason #5 Why Clients Hire Merriman: We Increase Confidence
Want to feel more confident in your financial future? At Merriman, we help you determine your goals, set priorities and create an action plan…and that’s why our clients love us.
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Employee Spotlight | Kristi de Grys
Learn a bit about Merriman employees – what we do, why we’re here and what we enjoy!
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Reason #4 Why Clients Hire Merriman: We Provide Validation
Do you have an innate sense of financial strategy, is this not one of your strengths, or are you somewhere in between? At Merriman, we help you validate your ideas and provide suggestions or alternatives to consider…and that’s why our clients love us.
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What The SECURE Act Means For You
Should the SECURE Act change the way you save for retirement? Maybe! Here are the changes most likely to impact you.
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What Are Your Financial New Year & New Decade Resolutions?
It’s the start of a new year, a new decade even. As you think about the year ahead, what resolutions or intentions are you setting in your financial life?
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